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Carly Jenkins

Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
1 stateRegistered 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. Tillerxr LLCFeb 2023 to now
  2. J.P. Morgan Securities LLCJul 2021 to now
  3. JPMorgan Chase Bank, N.A.Jul 2021 to now
  4. UnemployedJun 2021 to Jun 2021
  5. JPMorgan Chase BankJun 2020 to Aug 2020
  6. University of Texas At AustinAug 2019 to May 2021
  7. Club CorpMar 2019 to Aug 2019
  8. The Grind Burger BarMar 2019 to Aug 2019
  9. Woodnetworks Investment LLCNov 2017 to Feb 2018
  10. UnemployedSep 2017 to Oct 2017
  11. Pga Tour Tpc CriagranchAug 2017 to Aug 2019
  12. OutmatchJun 2017 to Aug 2017
  13. In-n-out BurgerJun 2015 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 1 state (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
7410539
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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