Katrina Jackson
Investment adviser representative at J.P. Morgan Securities LLC
10 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
10 years in the industry.
- Global Shares IncJul 2025 to now
- J.P. Morgan Securities LLCJul 2025 to now
- Morgan StanleyNov 2024 to Jul 2025
- Nationwide Investment Services CorporationMar 2024 to Nov 2024
- UnemployedJan 2024 to Feb 2024
- E*trade Securities, LLCOct 2022 to Sep 2023
- Morgan StanleyOct 2019 to Dec 2023
- JPMorgan Securities LLCDec 2017 to Oct 2019
- Morgan StanleyAug 2016 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 6629644
- Firm CRD
- 79