Helen Ann Peterson
Investment adviser representative at J.P. Morgan Securities LLC
12 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
12 years in the industry.
- J.P. Morgan Securities LLCJul 2024 to now
- JPMorgan Chase Bank, N.A.Jul 2024 to now
- UnemployedApr 2024 to Jul 2024
- InspaFeb 2024 to Apr 2024
- Joey and Cucina Restaurants IncJan 2024 to Apr 2024
- AmazonJun 2023 to Sep 2023
- AffinityApr 2023 to Jul 2023
- Tapas LabSep 2022 to Mar 2023
- Brighton JonesJun 2022 to Aug 2022
- Urban OutfittersMar 2022 to Jun 2022
- University of WashingtonSep 2020 to Dec 2023
- Red Apple MarketsApr 2020 to Apr 2020
- StarbucksDec 2019 to Sep 2021
- UnemployedAug 2019 to Dec 2019
- Tuscano's Italian KitchenJun 2019 to Aug 2019
- UnemployedAug 2018 to Jun 2019
- Red Apple MarketsJun 2017 to Aug 2018
- UnemployedJul 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7954261
- Firm CRD
- 79