Candace Doverspike
Investment adviser representative at J.P. Morgan Securities LLC
22 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Candace Doverspike? 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
22 years in the industry.
- J.P. Morgan Securities LLCJun 2023 to now
- JPMorgan Chase Bank, N.A.Jun 2023 to now
- Mary KayMar 2004 to now
- Bank of America, N.A.Dec 2019 to Jun 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2019 to Jun 2023
- AXA Advisors, LLCMay 2019 to Dec 2019
- AXA Equitable/equitable Financial Life Insurance CoMay 2019 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7101131
- Firm CRD
- 79