Alec Trentler
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 LLCApr 2021 to now
- JPMorgan Chase Bank, N.A.Apr 2021 to now
- UnemployedMar 2021 to Mar 2021
- TargetDec 2020 to Feb 2021
- Charles SchwabMar 2020 to Nov 2020
- Charles Schwab & Co., Inc.Mar 2020 to Nov 2020
- Mass Mutual Life Insurance CoFeb 2019 to Oct 2019
- Edward JonesDec 2018 to Mar 2020
- UnemployedSep 2018 to Nov 2018
- Harkins TheatresMar 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 7053292
- Firm CRD
- 79