Jack Pagan
Investment adviser representative at J.P. Morgan Securities LLC
11 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
11 years in the industry.
- J.P. Morgan Securities LLCJun 2026 to now
- JPMorgan Chase Bank, N.A.Jun 2026 to now
- Wells Fargo Clearing Services, LLCJan 2024 to Jun 2026
- Wells Fargo Bank, N.A.Jan 2024 to May 2026
- GeicoJul 2022 to Jan 2024
- PermatreatNov 2021 to Jul 2022
- Green Donation ConsultantsAug 2021 to Oct 2021
- PermatreatNov 2020 to Aug 2021
- UnemployedMay 2020 to Oct 2020
- Apple TransferSep 2019 to Apr 2020
- Aptive EnvironmentalMay 2019 to Aug 2019
- Sheehy ToyotaJun 2018 to Aug 2018
- GiantMay 2017 to Aug 2017
- Wilderness Run VineyardsMay 2015 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 8185554
- Firm CRD
- 79