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Kevin A Reugger

J.p. Morgan Securities LLC

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About Kevin A Reugger

Kevin Reugger is a financial advisor with over 20 years of experience in the industry. Kevin is registered with J.P. Morgan Securities LLC and has a strong track record of success in providing financial advice to individuals, families, and businesses. Kevin has a wide range of expertise in investment planning, retirement planning, and estate planning. He is also a registered Investment Advisor and is qualified to provide advice on a variety of investment products and services. Kevin is committed to providing his clients with personalized service and helping them achieve their financial goals.

Firm Information

Kevin Reugger 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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Kevin Reugger’s Registration & Firm History

LA

09/20/2013 - Present

J.p. Morgan Securities LLC (METAIRIE LA)

LA

07/06/2005 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (METAIRIE LA)

IL

07/31/2002 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

NY

09/13/1999 - 07/17/2002

SALOMON SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/18/2016

Series 66 - Uniform Combined State Law Examination

IA

Issued 11/03/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/26/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/09/1999

Series 7 - General Securities Representative 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 2 public disclosures for Kevin A Reugger. Review regulatory record here.
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