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John Lucas Briggs

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.

  1. J.P. Morgan Securities LLCAug 2022 to now
  2. JPMorgan Chase Bank, NAJul 2022 to now
  3. JPMorgan Securities LLCJul 2022 to now
  4. UnemployedAug 2021 to Jun 2022
  5. TrinetJun 2021 to Jul 2021
  6. UnemployedJul 2012 to May 2021

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
7595468
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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