Jacob Betz
Investment adviser representative at J.P. Morgan Securities LLC
11 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
11 years in the industry.
- J.P. Morgan Securities LLCFeb 2025 to now
- JPMorgan Chase Bank, N.A.Feb 2025 to now
- Trinity Wealth Securities, LLCOct 2023 to Feb 2025
- Florida Financial Advisors LLCJun 2023 to Feb 2025
- Tristate Financial AdvisorsJun 2023 to Jan 2025
- UnemployedFeb 2023 to May 2023
- Leaf Home, LLCMay 2022 to Jan 2023
- UnemployedSep 2021 to Apr 2022
- Regency Plus Inc.May 2021 to Aug 2021
- UnemployedFeb 2015 to Apr 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7768004
- Firm CRD
- 79