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Kyle William Von der linde

J.p. Morgan Securities LLC

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About Kyle William Von der linde

Kyle William Von der Linde is an active investment advisor representative registered with J.p. Morgan Securities LLC. Kyle has over 5 years of experience in the financial industry. Kyle has obtained both the Series 63 and Series 65 exams as well as the Series 7TO and SIE exams. Kyle is registered in 20 states as well as the District of Columbia. Previously, Kyle worked with STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC. Kyle currently holds registrations with the FINRA and several state regulatory bodies.

Firm Information

Kyle Von der linde 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 Von der linde’s Registration & Firm History

AZ

12/05/2024 - Present

J.p. Morgan Securities LLC (Tempe AZ)

AZ

12/04/2019 - 05/04/2022

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC (Scottsdale AZ)

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Licenses & Designations

IA

Issued 07/10/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/18/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/04/2019

Series 7TO - General Securities Representative Examination

BC

Issued 06/06/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle William Von der linde.
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