Collin Michael Kulivan
Investment adviser representative at J.P. Morgan Securities LLC
14 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
14 years in the industry.
- The Welcome Nest NolaMay 2026 to now
- MyselfJan 2023 to now
- J.P. Morgan Securities LLCJul 2022 to now
- JPMorgan Chase Bank, N.A.Jul 2022 to now
- Tasc PerformanceDec 2022 to Dec 2022
- UnemployedFeb 2021 to Jun 2022
- Pontiff Playground (jefferson Parish Recreation Department)Dec 2020 to Jan 2021
- UnemployedFeb 2020 to Nov 2020
- Pontiff Playground (jefferson Parish Recreation Department)Dec 2019 to Jan 2020
- UnemployedFeb 2019 to Nov 2019
- Pontiff Playground (jefferson Parish Recreation Department)Dec 2018 to Jan 2019
- UnemployedAug 2018 to Nov 2018
- Jewish Community CenterJun 2018 to Jul 2018
- UnemployedJan 2012 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (LA, 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
- 7098613
- Firm CRD
- 79