Jason Daniel Meshberg
Investment adviser representative at J.P. Morgan Securities LLC
11 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
11 years in the industry.
- J.P. Morgan Securities LLCJul 2019 to now
- JPMorgan Chase Bank, N.A.Jul 2019 to now
- UnemployedJun 2019 to Jun 2019
- University of Colorado BoulderAug 2018 to May 2019
- J.P. MorganMay 2018 to Aug 2018
- University of Colorado BoulderAug 2017 to May 2018
- Stifel FinancialJun 2017 to Aug 2017
- University of Colorado BoulderAug 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 6812003
- Firm CRD
- 79