Michaela Keefe
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
- UnemployedJun 2024 to Jun 2024
- JPMorgan Chase BankJun 2023 to Aug 2023
- Marquette University Business Career CenterAug 2022 to May 2023
- South Shore BankMay 2022 to Jan 2023
- Town & School of NorwellDec 2021 to Jan 2022
- Marquette University Center for the Advancement of the HumanitieSep 2021 to May 2022
- Trattoria San PietroMay 2021 to Aug 2021
- Marquette UniversityAug 2020 to May 2024
- UnemployedApr 2020 to Jul 2020
- Town & School of NorwellJul 2019 to Aug 2019
- Patriot CinemasAug 2018 to Mar 2020
- UnemployedJul 2014 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
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
- 7955412
- Firm CRD
- 79