Dalton Kazimoto
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.
- J.P. Morgan Securities LLCMay 2024 to now
- JP Morgan Chase Bank, N.A.May 2024 to now
- Swissport USAOct 2023 to Nov 2023
- The Vanguard Group, Inc.Jul 2023 to Apr 2024
- Enterprise HoldingsMar 2023 to Aug 2023
- AloricaJul 2021 to Mar 2023
- Gt ResourcesSep 2020 to Dec 2021
- ChewyApr 2020 to Aug 2020
- Cvs PharmacyApr 2019 to Oct 2019
- Arizona MentorApr 2017 to Jul 2019
- SproutsJan 2017 to Mar 2017
- University of ArizonaAug 2015 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7727566
- Firm CRD
- 79