Skip to content

Kaisa G Holloway cripps

Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
17 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business

Are you Kaisa G Holloway cripps? Claim your profile

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. Schreiner UniversityAug 2025 to Apr 2026
  3. Bristol Stadium Group Seekonk SpeedwayApr 2025 to Aug 2025
  4. University of Maine System (ums)Jan 2024 to May 2024
  5. University of Massachusetts DartmouthJul 2022 to Aug 2025
  6. University of Maine System (ums)Jan 2021 to Sep 2022
  7. UnemployedNov 2020 to Dec 2020
  8. Delano Ventures LLCJun 2020 to Jul 2020
  9. Greater New Bedford Regional Vocational Technical DistrictJul 2019 to Jan 2020
  10. Buttonwood Park Zoological SocietyJan 2019 to May 2019
  11. Ll BeanOct 2018 to Oct 2020
  12. Masshire Greater New Bedford Workforce BoardFeb 2017 to Dec 2018
  13. Brandeis UniversityAug 2016 to Feb 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2026
  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 17 states (AL, AZ, FL, GA, LA, MS, MT, NC, ND, NM, OK, SC, SD, TX, VI, WV, WY).

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
8270666
Firm CRD
79
Advisor's SEC record (opens in a new tab)
CallContact this firm