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Chinwe Okogwu

Investment adviser representative at J.P. Morgan Securities LLC
12 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

12 years in the industry.

  1. J.P. Morgan Securities LLCJul 2024 to now
  2. RbgDec 2023 to Dec 2023
  3. UnemployedSep 2023 to Jun 2024
  4. UBSJun 2023 to Aug 2023
  5. UnemployedSep 2022 to May 2023
  6. Bank of New York MellonJun 2022 to Aug 2022
  7. UnemployedDec 2021 to May 2022
  8. Ctown SupermarketAug 2021 to Nov 2021
  9. RbgJun 2019 to Aug 2021
  10. UnemployedJul 2014 to Jun 2019

Exams passed

  • Series 66 · Uniform Combined State Law2024

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
7719227
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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