Kate Driscoll
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
3 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.
- JPMorgan Chase Bank, N.A.Apr 2025 to now
- J.P. Morgan Securities LLCAug 2023 to now
- Central Ohio Primary CareJan 2023 to Jul 2023
- The Ohio State UniversityApr 2020 to Jan 2023
- Tpusa Inc dba Teleperformance USAMar 2020 to Apr 2020
- UnemployedJan 2020 to Feb 2020
- Whole Foods MarketSep 2016 to Nov 2016
- Private NannyAug 2016 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (IL, 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
- 7804054
- Firm CRD
- 79