Caden Klein
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.
- J.P. Morgan Securities LLCAug 2026 to now
- JPMorgan Chase Bank, N.A.Aug 2026 to now
- Wealthbridge Financial GroupAug 2025 to Aug 2026
- UnemployedJul 2025 to Jul 2025
- Texas RoadhouseFeb 2025 to Jun 2025
- Bite InvestmentsJun 2024 to Aug 2024
- Powerflo TechnologiesDec 2023 to Jan 2024
- Portofino Italian RestaurantMay 2022 to Jan 2025
- UnemployedAug 2021 to May 2022
- Ncd CommunicationsJul 2021 to Aug 2021
- Ace HardwareJul 2020 to Jun 2021
- UnemployedOct 2019 to Jul 2020
- Superior Ice RinkAug 2018 to Oct 2019
- UnemployedAug 2016 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 8233242
- Firm CRD
- 79