Aviel Kaplan
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 2024 to now
- JPMorgan Chase Bank NAJul 2021 to now
- JPMorgan Securities LLCJul 2021 to now
- UnemployedJun 2021 to Jun 2021
- Amundi PioneerJul 2019 to Dec 2019
- Bank of America Merrill LynchJul 2018 to Dec 2018
- Northeastern UniversitySep 2016 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- 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
- 6989662
- Firm CRD
- 79