Philip Pierre-louis
Investment adviser representative at J.P. Morgan Securities LLC
18 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
18 years in the industry.
- J.P. Morgan Securities LLCDec 2025 to now
- JPMorgan Chase Bank, N.A.Dec 2025 to now
- Morgan StanleyDec 2020 to Dec 2025
- E*trade Financial ServicesJul 2020 to Nov 2020
- Publix Super MarketsApr 2020 to Jun 2020
- UnemployedNov 2019 to Mar 2020
- Raymond James & AssociatesJul 2019 to Oct 2019
- JPMorgan Chase Bank, N.A.Mar 2019 to Jun 2019
- Coastal WealthJun 2018 to Feb 2019
- Massachussetts Mutual Life InsuranceJun 2018 to Jan 2019
- UnemployedSep 2017 to May 2018
- Longhorn SteakhouseSep 2016 to Aug 2017
- Auburn UniversityMay 2008 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 7088475
- Firm CRD
- 79