Jacob Baxter
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 2023 to now
- JPMorgan Chase Bank, N.A.Jul 2023 to now
- Cwm, LLCJul 2022 to Jul 2023
- Cwm, LLC dba Carson PartnersJul 2022 to Jul 2023
- Cetera Advisors NetworksJan 2022 to Jul 2023
- Cetera Advisor Networks LLCJun 2021 to Jul 2023
- The Olivier Group LLCJun 2021 to Jul 2023
- Gulf Coast Bank & TrustJul 2020 to Jun 2021
- Gulf Coast BankJun 2020 to May 2021
- UnemployedSep 2019 to May 2020
- Altis Group InternationalJun 2019 to Aug 2019
- UnemployedSep 2017 to May 2019
- Walk On's Bar and BistreauxMay 2017 to Aug 2017
- UnemployedSep 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (LA, 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
- 7395385
- Firm CRD
- 79