Charles J. Eakin
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Charles J. Eakin? Claim your profile
Contact this firm
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 LLCSep 2025 to now
- JPMorgan Chase Bank, N.A.Sep 2025 to now
- LPL Enterprise LLCJan 2025 to Sep 2025
- Prudential Insurance Company of AmericaOct 2024 to Aug 2025
- Ag-grow DronesJul 2024 to Oct 2024
- Ent Credit UnionMay 2020 to Jul 2024
- Citywide BanksApr 2018 to May 2020
- Heartland Financial USA, Inc.Apr 2018 to May 2020
- Credit Union of ColoradoAug 2015 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 8038731
- Firm CRD
- 79