Kennedy Copeland-wilson
Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Kennedy Copeland-wilson? 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
11 years in the industry.
- J.P. Morgan Securities LLCJul 2024 to now
- JPMorgan Chase Bank, N.A.Jul 2024 to now
- Charles Schwab & Co., Inc.May 2022 to Jun 2024
- Charles Schwab Bank, SsbDec 2021 to Jun 2024
- TD Ameritrade Investment Management, LLCNov 2021 to Jun 2024
- TD Ameritrade, Inc.Nov 2021 to Jun 2024
- Bank of America/merrill LynchDec 2019 to Sep 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2019 to Sep 2021
- Enriched FarmsNov 2018 to Oct 2019
- Kreation JuicerySep 2018 to Nov 2018
- Justines Private CuisineJul 2017 to Dec 2022
- Marmalade CafeAug 2016 to Oct 2018
- Sur La TableJul 2015 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7207871
- Firm CRD
- 79