Zach Recker
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Zach Recker? 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
10 years in the industry.
- J.P. Morgan Securities LLCJan 2021 to now
- JP Morgan Chase BankJan 2021 to now
- Recker PropertiesMar 2021 to Dec 2024
- Recker Investments Or Recker Real EstateMar 2021 to Nov 2022
- W&s Brokerage ServicesJan 2020 to Jan 2021
- Western Southern LifeSep 2019 to Jan 2021
- Warner AutomotiveDec 2018 to Sep 2019
- WmfdJul 2017 to Feb 2018
- MeijerSep 2016 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7224921
- Firm CRD
- 79