Jared Peyton Smith
Investment adviser representative at J.P. Morgan Securities LLC
11 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
11 years in the industry.
- J.P. Morgan Securities LLCJul 2025 to now
- JPMorgan Chase Bank, N.A.Jul 2025 to now
- CitigroupFeb 2022 to Jul 2025
- Equitable Advisors, LLCNov 2021 to Jan 2022
- UnemployedJul 2021 to Oct 2021
- Cedarview ManagementJun 2020 to Sep 2020
- Lerner and Sipkin, LLCMay 2019 to Aug 2019
- Campus Recreational SportsMar 2019 to Jun 2021
- O'neill School of Public and Environmental AffairsMar 2019 to Jun 2021
- Ardsley Day CampMay 2018 to Aug 2018
- Indiana UniversityAug 2017 to May 2021
- Arcadia FloralApr 2017 to Sep 2017
- Elmwood Country ClubJun 2015 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (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
- 7452600
- Firm CRD
- 79