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Kevin Ferryman

Investment adviser representative at J.P. Morgan Securities LLC
11 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

11 years in the industry.

  1. J.P. Morgan Securities LLCJan 2026 to now
  2. JPMorgan Chase Bank, N.A.Jan 2026 to now
  3. Equitable AdvisorsMay 2021 to Jan 2026
  4. North Babylon Wine and SpiritsSep 2020 to Jan 2021
  5. Uber Technologies IncDec 2019 to May 2021
  6. United Parcel ServiceDec 2019 to Jan 2020
  7. Patriot BankMay 2019 to Aug 2019
  8. L'oreal CosmeticsDec 2018 to Dec 2018
  9. Smith Point BeachMay 2017 to Aug 2018
  10. University of ScrantonAug 2016 to May 2020
  11. Monsoon: Steak and Sushi RestaurantDec 2015 to Feb 2018

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 3 states (NJ, 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
7366064
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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