Terry L. Lydecker
Investment adviser representative at J.P. Morgan Securities LLC
15 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- J.P. Morgan Securities LLCFeb 2023 to now
- JPMorgan Chase Bank, N.A.Feb 2023 to now
- Key Investment Services LLCDec 2022 to Feb 2023
- KeybankSep 2022 to Feb 2023
- J.P. Morgan Securities, LLC.May 2019 to Sep 2022
- JP Morgan Chase Bank, N.A.May 2019 to Sep 2022
- Resorts World CasinoAug 2018 to May 2019
- Studios By Sonic LLCApr 2018 to Aug 2018
- Alliance Risk ManagementJun 2017 to Feb 2018
- MML Investors Services, LLCMar 2017 to May 2017
- Aegis Risk Solutions LLCJul 2016 to Aug 2018
- Massachusetts Mutual Life Insurance CoJul 2016 to May 2017
- Msi Financial Services, IncAug 2011 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, PA).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5952720
- Firm CRD
- 79