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Michael Zotika

Investment adviser representative at J.P. Morgan Securities LLC
11 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

11 years in the industry.

  1. J.P. Morgan Securities LLCFeb 2026 to now
  2. UnemployedJan 2026 to Jan 2026
  3. ThriventApr 2025 to Dec 2025
  4. Barrio QueenJan 2025 to Jun 2025
  5. UnemployedOct 2024 to Dec 2024
  6. SobaMay 2024 to Sep 2024
  7. Oregano'sJan 2022 to Jul 2024
  8. Red RobinNov 2020 to Dec 2021
  9. Dominos PizzaMar 2020 to Nov 2020
  10. Castle and CoastersFeb 2019 to Sep 2020
  11. UnemployedDec 2015 to Jan 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (AZ, 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
7971705
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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