Kevin Lewis
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.
- J.P. Morgan Securities LLCSep 2023 to now
- JPMorgan Chase Bank, N.A.Sep 2023 to now
- UnemployedAug 2023 to Aug 2023
- Morgan StanleyNov 2022 to Jul 2023
- E*trade Capital Management LLCApr 2022 to Jul 2023
- E*trade Securities LLCApr 2022 to Jul 2023
- EtradeApr 2022 to Jul 2023
- Harrisdirect LLCApr 2022 to Jul 2023
- Morgan StanleyMar 2022 to Jul 2022
- John Hancock Distributors LLCAug 2020 to Mar 2022
- John Hancock Investment Management, LLCNov 2018 to Mar 2022
- John Hancock Investment Management Distributors LLCFeb 2018 to Mar 2022
- Manulife Asset Management LLCFeb 2018 to Nov 2018
- John Hancock Life Ins Co USAFeb 2018 to Mar 2018
- Edward JonesJun 2016 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 6674415
- Firm CRD
- 79