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Zachary Hutzler

Investment adviser representative at J.P. Morgan Securities LLC
13 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

13 years in the industry.

  1. J.P. Morgan Securities LLCJun 2025 to now
  2. JPMorgan Chase Bank, N.A.Jun 2025 to now
  3. Fidelity InvestmentsSep 2019 to May 2025
  4. 1st Community Credit UnionNov 2018 to Sep 2019
  5. UnemployedJun 2018 to Nov 2018
  6. UpsApr 2018 to May 2018
  7. UnemployedFeb 2018 to Mar 2018
  8. Red River Wealth StrategiesSep 2017 to Jan 2018
  9. UnemployedMay 2017 to Sep 2017
  10. University of DallasSep 2013 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2022

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
7455315
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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