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Eric Medina

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.

  1. J.P. Morgan Securities LLCAug 2026 to now
  2. JPMorgan Chase Bank, N.A.Aug 2026 to now
  3. AdelphiaDec 2025 to Jul 2026
  4. UnemployedNov 2025 to Nov 2025
  5. Pls LogisticsJul 2025 to Oct 2025
  6. LPL FinancialJan 2025 to May 2025
  7. UBSJun 2024 to Nov 2024
  8. Tutti ToscaniOct 2023 to Jun 2025
  9. AdidasOct 2021 to Oct 2023
  10. Taco BellAug 2018 to Sep 2021
  11. UnemployedJul 2016 to Jul 2018

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (NJ).

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
7938628
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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