Chase Crockett
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 LLCJul 2024 to now
- JP Morgan Chase Bank N.A.Jul 2024 to now
- UnemployedMay 2024 to Jun 2024
- J.P. Morgan Private BankJun 2023 to Aug 2023
- Fidelity InvestmentsJun 2022 to Aug 2022
- Merrill Financial AssociatesApr 2022 to Mar 2023
- Founder Focused CapitalSep 2021 to Jun 2022
- Lift EnergyJul 2021 to Aug 2021
- Advanced Call Center TechnologiesApr 2020 to May 2020
- Clear HomeFeb 2019 to Apr 2019
- Brigham Young UniversityJun 2018 to Apr 2024
- UnemployedMay 2017 to May 2018
- King Soopers/city MarketsApr 2017 to Apr 2017
- Target CorporationNov 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7955489
- Firm CRD
- 79