Kyle Cline
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 LLCAug 2025 to now
- JPMorgan Chase Bank, N.A.Aug 2025 to now
- Bank of America, N.A.Nov 2024 to Sep 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2024 to Sep 2025
- J.P. Morgan Securities LLCDec 2022 to Oct 2024
- JPMorgan Chase Bank, N.A.Dec 2022 to Oct 2024
- Oppenheimer & Co, IncJun 2020 to Dec 2022
- U.S. Bancorp Investments, Inc.Sep 2019 to Jun 2020
- UnemployedJun 2019 to Aug 2019
- Bank of America, N.A.Nov 2018 to May 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2018 to May 2019
- UnemployedJan 2018 to Sep 2018
- NordstromNov 2017 to Dec 2017
- Windermere Real EstateJun 2017 to Nov 2017
- JPMorgan Chase Bank, N.A.Feb 2017 to Jun 2017
- Windermere Real EstateMay 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7035542
- Firm CRD
- 79