Messay Yeshaw Kassi
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.
- J.P. Morgan Securities LLCNov 2025 to now
- JPMorgan Chase Bank, NAOct 2023 to now
- JPMorgan Securities LLCOct 2023 to now
- Oppenheimer & Co. Inc.Feb 2022 to Oct 2023
- UnemployedJul 2020 to Jan 2022
- J.P. Morgan Chase Bank, N.A.Aug 2019 to Jun 2020
- J.P. Morgan Securities LLCAug 2019 to Jun 2020
- Dale Carnegie & AssociatesMar 2017 to Jul 2019
- Longhorn SteakhouseJan 2016 to Sep 2018
- Hunter CollegeAug 2012 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7179557
- Firm CRD
- 79