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Saverio Reinier Kaufman

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 LLCSep 2022 to now
  2. JPMorgan Chase Bank NAJul 2022 to now
  3. JPMorgan Securities LLCJul 2022 to now
  4. UnemployedJun 2022 to Jun 2022
  5. IngJun 2021 to Aug 2021
  6. Orange Lawn Tennis ClubJun 2020 to Aug 2020
  7. DoordashAug 2019 to Dec 2019
  8. Loeffler Pools ManagementMay 2019 to Aug 2019
  9. Bucknell UniversityAug 2018 to May 2022
  10. Loeffler Pools ManagementJun 2018 to Aug 2018
  11. Seton Hall Prep SchoolSep 2015 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 2 states (NJ, 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
7600485
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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