Ethan Kirby
Investment adviser representative at J.P. Morgan Securities LLC
12 yearsExperience
5 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
12 years in the industry.
- J.P. Morgan Securities LLCMay 2026 to now
- JPMorgan Chase Bank, N.A.May 2026 to now
- Ameriprise FinancialSep 2025 to Apr 2026
- UnemployedJul 2025 to Sep 2025
- Whole Foods MarketMay 2025 to Jul 2025
- Baker Tilly Advisory GroupJun 2024 to Aug 2024
- Whole Foods MarketMay 2023 to Aug 2023
- Storage Scholars LLCAug 2022 to Sep 2022
- Whole Foods Market Group LLCMay 2022 to Aug 2022
- Elon UniversityAug 2021 to May 2025
- Barnstable MarketJun 2021 to Aug 2021
- Barnstable MarketJun 2019 to Sep 2019
- Lawrence AcademyJun 2017 to Jun 2021
- Pike SchoolSep 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 5 states (NC, NJ, SC, TX, WV).
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
- 8146088
- Firm CRD
- 79