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Keenan Anthony Smallwood

J.p. Morgan Securities LLC

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About Keenan Anthony Smallwood

Keenan Anthony Smallwood is a registered representative with J.p. Morgan Securities LLC. Keenan has been in the securities industry for less than a year. Keenan has passed the Securities Industry Essentials Examination and the Operations Professional Examination. Keenan's firm has offices in Newark, Delaware and the main office is located in New York, New York. The firm manages over $50 billion in assets for more than 262,000 clients. Keenan is specialized in Portfolio Management for Businesses and Individuals, Pension Consulting, Financial Planning, and Selection of Other Advisors.

Firm Information

Keenan Smallwood is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$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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Keenan Smallwood’s Registration & Firm History

DE

08/26/2024 - Present

J.p. Morgan Securities LLC (Newark DE)

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Licenses & Designations

BC

Issued 08/26/2024

SIE - Securities Industry Essentials Examination

BC

Issued 03/09/2024

Series 99TO - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Keenan Anthony Smallwood. Review regulatory record here.
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