Aidan Atkins
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.
- J.P. Morgan Securities LLCSep 2026 to now
- JPMorgan Chase Bank, N.A.Sep 2026 to now
- Professional Referee OrganizationJun 2024 to now
- NcaaAug 2023 to now
- U.S Soccer FederationOct 2015 to now
- Pacific Capital Resource GroupApr 2026 to Aug 2026
- Washington Trust BankMay 2025 to Aug 2025
- Salt and IronJul 2024 to Apr 2026
- Gonzaga UniversityAug 2022 to Dec 2025
- Salt and IronDec 2021 to Aug 2022
- Kamiak High SchoolJul 2018 to Jun 2022
- Olympic View Middle SchoolSep 2015 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 8172963
- Firm CRD
- 79