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Kyle Croushore

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.

  1. J.P. Morgan Securities LLCFeb 2023 to now
  2. JPMorgan Chase Bank, N.A.Feb 2023 to now
  3. Equitable Advisors, LLCMar 2022 to Feb 2023
  4. Equitable Financial Life Ins CoMar 2022 to Feb 2023
  5. UnemployedApr 2021 to Feb 2022
  6. North Shore StrategiesMay 2019 to Jun 2019
  7. Scarborough &tweedJun 2018 to Mar 2021
  8. Ruby TuesdayJun 2017 to Feb 2018
  9. University of MaSep 2016 to May 2017
  10. University of Massachusetts, AmherstSep 2015 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2022

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
7517504
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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