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Liam Jackson

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 LLCApr 2025 to now
  2. JPMorgan Chase Bank, N.A.Apr 2025 to now
  3. Bank of America, N.A.Oct 2024 to Mar 2025
  4. Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2024 to Mar 2025
  5. Enterprise Rent-a-carJan 2023 to Oct 2024
  6. Enterprise Rent-a-carSep 2022 to Dec 2022
  7. AmazonSep 2021 to Nov 2021
  8. WalmartDec 2020 to May 2021
  9. Communication Services for the Deaf, Inc.Oct 2020 to Dec 2020
  10. Unv of S Carolina HousingAug 2020 to May 2021
  11. AmazonApr 2020 to Jul 2020
  12. Transform HoldcoDec 2019 to Jan 2020
  13. University of South CarolinaAug 2019 to Dec 2022
  14. UnemployedMar 2015 to Jul 2019

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (IL, 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
8003250
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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