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Austin Tipp

Investment adviser representative at J.P. Morgan Securities LLC
12 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

12 years in the industry.

  1. J.P. Morgan Securities LLCJan 2022 to now
  2. JPMorgan Chase Bank, N.A.Jan 2022 to now
  3. U.S. Navy ReserveAug 2020 to now
  4. First Republic Securities Company, LLCJun 2021 to Dec 2021
  5. First Republic Investment Management, Inc.Jan 2021 to Dec 2021
  6. First Republic BankJul 2018 to Dec 2020
  7. UnemployedJun 2018 to Jun 2018
  8. Villanova UniversityAug 2014 to May 2018

Exams passed

  • Series 66 · Uniform Combined State 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
7402383
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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