Paul Graafsma
Investment adviser representative at J.P. Morgan Securities LLC
7 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
7 years in the industry.
- J.P. Morgan Securities LLCSep 2022 to now
- JPMorgan Chase Bank, N.A.Sep 2022 to now
- Park Avenue SecuritiesJul 2022 to Aug 2022
- Guardian Life Insurance CompanyJun 2022 to Aug 2022
- Rethink WealthMay 2022 to Aug 2022
- Charles Schwab and Co., Inc.Feb 2022 to Apr 2022
- TD AmeritradeNov 2020 to Apr 2022
- All American FlooringOct 2020 to Nov 2020
- Leftwich ChapmanAug 2019 to Sep 2020
- P.F. ChangsOct 2018 to May 2020
- UnemployedOct 2017 to Sep 2018
- Outback SteakhouseAug 2017 to Sep 2017
- UnemployedDec 2015 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7310703
- Firm CRD
- 79