Coty J. Dolan
Investment adviser representative at J.P. Morgan Securities LLC
10 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
10 years in the industry.
- J.P. Morgan Securities LLCDec 2023 to now
- JPMorgan Chase Bank, N.A.Dec 2023 to now
- Equitable Advisors, LLCDec 2022 to Dec 2023
- Equitable Financial Life Ins CoDec 2022 to Dec 2023
- Keller Williams the Woodlands & MagnoliaDec 2022 to Aug 2023
- Nrt, LLCMay 2021 to May 2023
- Dolan Capital, Inc.Jan 2021 to Dec 2022
- Intero Real Estate ServicesApr 2020 to May 2021
- C&c Property ManagementJul 2019 to Jul 2020
- Quail Lodge & Gold Club - Peninsula HotelsMay 2019 to Jul 2019
- CremaNov 2017 to May 2019
- United States NavyJul 2016 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7740507
- Firm CRD
- 79