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James Patrick Kilgore

J.p. Morgan Securities LLC

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About James Patrick Kilgore

James Kilgore is a financial advisor with J.P. Morgan Securities LLC. James Kilgore is registered with FINRA, the SEC, and the state of California. James Kilgore is licensed to sell securities in 53 states and 2 jurisdictions. James Kilgore has been working in the financial services industry since June 2019. James Kilgore has been with J.P. Morgan Securities LLC since August 2022.

Firm Information

James Kilgore 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

3 Park Plz

Irvine, CA 92614

$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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James Kilgore’s Registration & Firm History

CA

09/27/2022 - Present

J.p. Morgan Securities LLC (Irvine CA)

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Licenses & Designations

BOTH

Issued 9/27/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 9/7/2022

Series 7TO - General Securities Representative Examination

BC

Issued 6/18/2022

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 James Patrick Kilgore.
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