Parker Bass
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
2 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.
- J.P. Morgan Securities LLCAug 2026 to now
- JPMorgan Chase Bank, N.A.Aug 2026 to now
- Charles Schwab & Co., Inc.Aug 2024 to Jul 2026
- UnemployedJun 2024 to Jul 2024
- Rpm Freight SystemsMay 2023 to Aug 2023
- Eyde DevelopmentSep 2022 to May 2024
- Gold Ventures InvestmentJun 2022 to Aug 2022
- Metropolitan Alloy CorporationMay 2021 to Aug 2021
- Michigan State UniversitySep 2020 to Apr 2024
- UnemployedAug 2020 to Aug 2020
- DoordashJun 2020 to Jul 2020
- UnemployedApr 2020 to May 2020
- Friedman Real Estate GroupNov 2019 to Mar 2020
- UnemployedAug 2016 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7950040
- Firm CRD
- 79