Coulter T Bostick
Investment adviser representative at J.P. Morgan Securities LLC
24 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
24 years in the industry.
- J.P. Morgan Securities LLCSep 2024 to now
- JPMorgan Chase Bank, N.A.Sep 2024 to now
- Tjtb Properties LLCOct 2023 to now
- Local BandMay 2020 to now
- North Texas Community FoundationJun 2024 to Aug 2024
- UnemployedMar 2024 to May 2024
- CaldwellApr 2018 to Feb 2024
- UnemployedDec 2017 to Mar 2018
- Ray Partners, Inc.Jan 2002 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7989631
- Firm CRD
- 79