Piers Ross
Investment adviser representative at J.P. Morgan Securities LLC
10 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
10 years in the industry.
- J.P. Morgan Securities LLCJul 2025 to now
- JPMorgan Chase Bank, N.A.Jul 2025 to now
- UnemployedJun 2025 to Jun 2025
- Morgan StanleyApr 2022 to May 2025
- Morgan Stanley/e*trade Securities LLCApr 2022 to May 2025
- Northwestern MutualJun 2021 to Apr 2022
- Northwestern Mutual Investment Services LLCJun 2021 to Mar 2022
- Shea RezaJun 2021 to Mar 2022
- Pacific Premier Trust/kforceMay 2021 to Jun 2021
- UnemployedFeb 2021 to Apr 2021
- Risa Tech IncAug 2018 to Jan 2021
- United States Soccer FederationNov 2017 to Jul 2018
- Orange County Soccer ClubJan 2017 to Jan 2018
- San Diego State UniversityJan 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7394150
- Firm CRD
- 79