Jonathan Feldman
Investment adviser representative at J.P. Morgan Securities LLC
14 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Jonathan Feldman? 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
14 years in the industry.
- J.P. Morgan Securities LLCFeb 2023 to now
- JPMorgan Chase Bank, N.A.Feb 2023 to now
- Goldman Sachs & Co LLCJul 2019 to Jan 2023
- UnemployedJun 2019 to Jun 2019
- Drfirstcom IncSep 2017 to Dec 2017
- Georgetown UniversityJul 2017 to May 2019
- Epic Systems CorpSep 2012 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (DC, 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
- 7095566
- Firm CRD
- 79