Ethan Joseph Taub
Investment adviser representative at J.P. Morgan Securities LLC
8 yearsExperience
3 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
8 years in the industry.
- J.P. Morgan Securities LLCJul 2023 to now
- JPMorgan Chase Bank, N.A.Jul 2023 to now
- Northwestern Mutual Investment Services LLCMay 2023 to Jun 2023
- LyftJun 2022 to Aug 2022
- Northwestern Mutual Life Insurance CompanyMar 2022 to Jun 2023
- InstacartJun 2021 to Jul 2023
- Monmouth University Football ProgramMay 2021 to Aug 2021
- DoordashJan 2021 to Jun 2026
- La Fontana RistoranteJul 2020 to Feb 2021
- Red Moon PizzaJul 2020 to Feb 2021
- Ironlinx Fulfillment & Logistics ServicesOct 2019 to Dec 2019
- Tonys Pizza and SubsOct 2017 to Aug 2020
- Brick Township RecreationMay 2015 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (NJ, 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
- 7519379
- Firm CRD
- 79