Zachary Donald Curtis
Investment adviser representative at J.P. Morgan Securities LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$429.7BFirm assets
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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
13 years in the industry.
- J.P. Morgan Securities LLCJun 2024 to now
- JP Morgan Chase Bank, N.A.Jun 2024 to now
- JPMorgan Securities, LLC.Jun 2024 to now
- JPMorgan Chase Bank, NAFeb 2022 to May 2024
- JPMorgan Securities, LLC.Feb 2022 to May 2024
- JPMorgan Chase Bank, N.A.Dec 2018 to Jan 2022
- JPMorgan Securities, LLC.Dec 2018 to Jan 2022
- UnemployedAug 2018 to Dec 2018
- Dnn ManagementMay 2018 to Aug 2018
- Bridgewater State UniversitySep 2014 to May 2018
- Spark Bike Run SportsOct 2013 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (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
- 7057792
- Firm CRD
- 79