Ayesha Rinehart
Investment adviser representative at J.P. Morgan Securities LLC
20 yearsExperience
1 stateRegistered 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
20 years in the industry.
- J.P. Morgan Securities LLCJun 2023 to now
- JPMorgan Chase Bank, N.A.Sep 2021 to now
- Prosperous Properties LLCMay 2006 to now
- Key Investment Services LLCSep 2020 to Sep 2021
- Key Corp and Its AffiliatesAug 2020 to Sep 2021
- KeybankAug 2020 to Sep 2021
- The Huntington National BankJul 2017 to Jul 2020
- The Huntington Investment CompanyJul 2017 to Apr 2019
- Fifth Third Securities, IncMay 2016 to Jul 2017
- Fifth Third BankJan 2015 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 6670224
- Firm CRD
- 79