Jonathan H. Kokinchak
Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Jonathan H. Kokinchak? Claim your profile
Contact this firm
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 2021 to now
- JPMorgan Chase Bank, N.A.Jul 2021 to now
- UnemployedJun 2021 to Jun 2021
- JPMorgan Chase & Co.Jun 2020 to Aug 2020
- Bluestone Wealth PartnersNov 2018 to Nov 2019
- Vertical KnowledgeMay 2018 to Nov 2018
- The Ohio State UniversityAug 2017 to May 2021
- Nike Inc.Feb 2017 to Jan 2018
- Waterway Gas & WashAug 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7045197
- Firm CRD
- 79