Alexa Bunder
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Alexa Bunder? Claim your profile
Contact this firm
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
10 years in the industry.
- J.P. Morgan Securities LLCAug 2025 to now
- JPMorgan Chase Bank, N.A.Aug 2025 to now
- Strategic Advisers LLCJul 2025 to Aug 2025
- Fidelity Brokerage Services LLCFeb 2023 to Aug 2025
- Fidelity InvestmentsFeb 2023 to Aug 2025
- Nestle USAApr 2022 to Jan 2023
- Aston CarterAug 2021 to Apr 2022
- Group Management Services IncJun 2020 to Sep 2020
- Hyatt PlaceJun 2019 to Jan 2020
- Ohio UniversityAug 2017 to May 2021
- Augie's Pizza and RibsJun 2016 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7698013
- Firm CRD
- 79