Max Foley
Investment adviser representative at J.P. Morgan Securities LLC
10 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
10 years in the industry.
- J.P. Morgan Securities LLCJan 2025 to now
- Equitable Advisors, LLCJun 2023 to Jan 2025
- Computer Discount WarehouseMay 2022 to Aug 2022
- DoordashMay 2020 to Dec 2023
- DominosAug 2019 to May 2020
- Grassroots GrillMay 2019 to Sep 2019
- DominosMay 2019 to Jul 2019
- UnemployedApr 2018 to Apr 2019
- Raptor DeliveryMay 2017 to Mar 2018
- UnemployedMar 2017 to Apr 2017
- Zia's Lago VistaJun 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7759534
- Firm CRD
- 79