Serina Mia Kornegay
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.
- J.P. Morgan Securities LLCJul 2026 to now
- JPMorgan Chase Bank, N.A.Jul 2026 to now
- Charles Schwab & Co. Inc.Aug 2024 to Jul 2026
- Cheddars Scratch KitchenJun 2024 to Aug 2024
- Vision Ed GroupApr 2024 to Aug 2024
- Kokua EducationSep 2023 to Aug 2024
- Pharr-san Juan-alamo I.S.D.Sep 2023 to Aug 2024
- Foundation Communities IncMay 2023 to Aug 2023
- Walmart Associates IncNov 2022 to May 2023
- Gmri IncSep 2022 to Nov 2022
- Capital Chevrolet MotorsJan 2022 to Aug 2022
- LambertsNov 2021 to Dec 2021
- Sing - Singh LLCJun 2021 to Nov 2021
- Os Restaurants Services LLCMar 2021 to Jun 2021
- UnemployedDec 2020 to Feb 2021
- Heb LPSep 2020 to Dec 2020
- University of Texas At AustinFeb 2020 to Sep 2020
- UnemployedJul 2016 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 7967437
- Firm CRD
- 79