Kimberly Alice Coleman
Investment adviser representative at J.P. Morgan Securities LLC
12 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Kimberly Alice Coleman? Claim your profile
Contact this firm
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 LLCAug 2023 to now
- JPMorgan Chase Bank, N.A.Aug 2023 to now
- J Crew StoresNov 2021 to Mar 2022
- Fifth Third BankDec 2018 to Jul 2023
- UnemployedMay 2018 to Nov 2018
- J Crew StoresApr 2018 to Apr 2018
- UnemployedDec 2016 to Mar 2018
- CIBC (the Private Bank and Trust Company)Jan 2014 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7798703
- Firm CRD
- 79