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Jadan Orgeron

Investment adviser representative at J.P. Morgan Securities LLC
10 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

10 years in the industry.

  1. J.P. Morgan Securities LLCMay 2026 to now
  2. JPMorgan Chase Bank, N.A.May 2026 to now
  3. Casino Party USASep 2024 to now
  4. Edward JonesApr 2025 to Apr 2026
  5. UnemployedAug 2024 to Aug 2024
  6. RtdApr 2024 to Jul 2024
  7. UnemployedJan 2024 to Mar 2024
  8. Exoterra ResourceMar 2021 to Dec 2023
  9. American ShizukiMay 2020 to Feb 2021
  10. UnemployedMay 2016 to Apr 2020

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
8064407
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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