Jeffrey Pearson
Investment adviser representative at J.P. Morgan Securities LLC
12 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
12 years in the industry.
- J.P. Morgan Securities LLCMay 2024 to now
- One Management/cgm ModelsAug 2019 to now
- Charles Schwab & Co., IncJun 2023 to Apr 2024
- Charles Schwab & Co., IncSep 2022 to Apr 2023
- BMO Harris Bank/the Salem GroupJun 2022 to Aug 2022
- UnemployedDec 2021 to Jun 2022
- Paragon OneOct 2021 to Dec 2021
- UnemployedMay 2014 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser 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
- 7731954
- Firm CRD
- 79