Joseph Perse Libertin
Investment adviser representative at J.P. Morgan Securities LLC
13 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
13 years in the industry.
- J.P. Morgan Securities LLCApr 2022 to now
- JPMorgan Chase Bank, N.A.Apr 2022 to now
- A.I.G.\risk Specialists Companies Insurance Agency, IncJul 2021 to Mar 2022
- Regional Economic ModelJul 2020 to Sep 2020
- Basil DataJun 2020 to Dec 2020
- Intrinsic Edge Capital ManagementOct 2019 to Dec 2019
- A.I.G.\risk Specialists Companies Insurance Agency, IncJun 2019 to Aug 2019
- Upward Bound\university of ChicagoJan 2019 to Apr 2019
- City of Highland HeightsJun 2018 to Aug 2018
- University of ChicagoSep 2017 to Jun 2021
- City of Highland HeightsJun 2017 to Aug 2017
- Saint Ignatius High SchoolJun 2013 to May 2017
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
- 7542054
- Firm CRD
- 79