Kolio Kolev
Investment adviser representative at J.P. Morgan Securities LLC
17 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
17 years in the industry.
- Snapshop Ai LLCJan 2026 to now
- Browns GymnasticsFeb 2025 to now
- J.P. Morgan Securities LLCJan 2023 to now
- JPMorgan Chase Bank, N.A.Jan 2023 to now
- UnemployedJul 2022 to Dec 2022
- Edward JonesFeb 2022 to Mar 2022
- Cast & Crew Talent Services, LLCSep 2021 to Sep 2021
- Nbc Universal, IncApr 2019 to Apr 2019
- Gep Talent Services LLCSep 2018 to Jun 2022
- Wells Fargo Clearing Services, LLCOct 2011 to Feb 2022
- Wells Fargo Bank NADec 2009 to Feb 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (NV, TX).
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
- 5994600
- Firm CRD
- 79