Logan Kincade
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 LLCJan 2026 to now
- Equitable AdvisorsOct 2024 to Jan 2026
- UnemployedAug 2024 to Oct 2024
- Tack AdvisorsMay 2024 to Aug 2024
- UnemployedAug 2023 to May 2024
- Tack AdvisorsMay 2023 to Aug 2023
- Academy Sports and OutdoorsFeb 2023 to May 2023
- UnemployedAug 2021 to Feb 2023
- Formed Earth Lawn and LandscapeMar 2021 to Aug 2021
- Sharetea/ Jt Associates LLCAug 2020 to May 2021
- Formed Earth Lawn and LandscapeMay 2020 to Aug 2020
- UnemployedOct 2019 to May 2020
- Mansfield Youth Baseball AssociationAug 2018 to Oct 2019
- UnemployedJan 2016 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
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
- 7765481
- Firm CRD
- 79