Michael Cullen
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
3 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
10 years in the industry.
- J.P. Morgan Securities LLCMar 2024 to now
- JPMorgan Chase Bank, N.A.Mar 2024 to now
- Bank of America, N.A.Nov 2021 to Feb 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2021 to Feb 2024
- UnemployedSep 2021 to Oct 2021
- TD Ameritrade, Inc.Aug 2020 to Aug 2021
- TD Ameritrade/charles SchwabAug 2020 to Aug 2021
- UnemployedJun 2020 to Jul 2020
- Veterans United RealtyJan 2020 to May 2020
- US BankJul 2019 to Jan 2020
- UnemployedJun 2019 to Jun 2019
- Office for Financial ServicesJan 2019 to May 2019
- University HospitalOct 2017 to May 2019
- UnemployedSep 2017 to Sep 2017
- Schnaus OutdoorsJun 2017 to Aug 2017
- Boone Hospital Center/bjc Health CareNov 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (IL, 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
- 7284376
- Firm CRD
- 79