Philip Platek
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 LLCMay 2026 to now
- JPMorgan Chase Bank, N.A.May 2026 to now
- Tcbi Securities , IncAug 2024 to May 2026
- Texas CapitalAug 2024 to May 2026
- UnemployedJun 2024 to Jul 2024
- Texas Capital BankMay 2023 to Jul 2023
- Rogers Healy & Associates Real EstateJun 2022 to Jul 2022
- Southern Methodist UniversityAug 2020 to May 2024
- Queequeg's RestaurantJun 2020 to Aug 2020
- UnemployedSep 2019 to May 2020
- Shawn Bray Interior DesignMay 2019 to Aug 2019
- UnemployedMay 2016 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7970526
- Firm CRD
- 79