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Kyle Horst

J.p. Morgan Securities LLC

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About Kyle Horst

Kyle Horst is a registered representative with J.P. Morgan Securities LLC. Kyle has been in the financial industry for over 6 years and has experience working with a variety of clients, including high-net-worth individuals, corporations, and institutions. Kyle holds the Series 7, Series 66, and SIE licenses. Prior to joining J.P. Morgan, Kyle worked at Citigroup Global Markets Inc. and Merrill Lynch. Kyle is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Kyle Horst 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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Kyle Horst’s Registration & Firm History

CA

09/23/2021 - Present

J.p. Morgan Securities LLC (HUNTINGTON BEACH CA)

CA

05/06/2019 - 10/04/2021

CITIGROUP GLOBAL MARKETS INC. (CERRITOS CA)

CA

07/24/2017 - 05/14/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MISSION VIEJO CA)

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Licenses & Designations

BOTH

Issued 09/01/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/14/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/22/2017

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 no public disclosures for Kyle Horst.
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