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Demetris Ioannis Kakaris

J.p. Morgan Securities LLC

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About Demetris Ioannis Kakaris

Demetris Kakaris is a financial professional registered with J.P. Morgan Securities LLC, a leading investment firm. Demetris is also a registered investment advisor in the state of California. Demetris has a diverse background in the financial services industry, including experience with Mutual of America Securities LLC and Mutual of America Life Insurance Company. Demetris has a wide range of licenses and certifications, including the Series 7TO, Series 6TO, SIE, and Uniform Combined State Law Examination. Demetris works with a variety of clients, including individuals, corporations, and high net worth individuals. Demetris provides financial planning, portfolio management, and selection of other advisors services.

Firm Information

Demetris Kakaris is currently registered with J.p. Morgan Securities LLC. J.P. MORGAN SECURITIES LLC is a Limited Liability Company formed in 1985. Based in New York, NY, the firm manages over $50 billion in assets for clients including individuals, businesses, pension plans, insurance companies, charitable organizations, and labor unions. They offer financial planning, pension consulting, and portfolio management services, with a particular focus on individual and business portfolio management. Their regulatory assets under management total over $249 billion across discretionary and non-discretionary accounts. The firm is registered with the SEC and in 53 states.
J.p. Morgan Securities LLC

2029 CENTURY PARK EAST

LOS ANGELES, CA 90067

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Demetris Kakaris’s Registration & Firm History

CA

01/09/2023 - Present

J.p. Morgan Securities LLC (LOS ANGELES CA)

CA

10/01/2020 - 08/15/2022

MUTUAL OF AMERICA SECURITIES LLC (LONG BEACH CA)

CA

05/15/2020 - 11/10/2020

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (LONG BEACH CA)

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Licenses & Designations

BOTH

Issued 1/9/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/21/2022

Series 7TO - General Securities Representative Examination

BC

Issued 5/15/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 2/25/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Demetris Ioannis Kakaris.
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