Randall Sloan
Investment adviser representative at J.P. Morgan Securities LLC
14 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
14 years in the industry.
- J.P. Morgan Securities LLCAug 2026 to now
- JPMorgan Chase Bank, N.A.Aug 2026 to now
- Thirteen Twenty-two AdvisorsJan 2026 to Aug 2026
- Bank of America/merrill LynchFeb 2024 to Jan 2026
- ThriventAug 2023 to Feb 2024
- TD Ameritrade/charles SchwabDec 2021 to Jul 2023
- Conn's Home PlusAug 2021 to Nov 2021
- UnemployedJul 2021 to Jul 2021
- LowesMar 2021 to Jun 2021
- Home DepotDec 2020 to Mar 2021
- UnemployedJun 2020 to Nov 2020
- Winder's Auto RepairNov 2019 to May 2020
- Bedrock Pressure PumpingFeb 2017 to Nov 2019
- Key Energy ServicesAug 2012 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
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
- 7464343
- Firm CRD
- 79