Kevin
Donnelly

J.P. Morgan Securities LLC

CRD#5400376
Investment Advisor
in San Diego, CA
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About this Advisor

Kevin Donnelly is a certified financial planner based in San Diego, California, who has been in the advisory business for 10 years. Donnelly is an employee of J.P. Morgan Securities LLC. Their career trajectory has included roles at Lincoln Financial Advisors, Chase Investment Services Corp, J.P. Morgan Securities LLC and Jpmorgan Chase Bank, N.A. Donnelly has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in California and Texas. J.P. Morgan Securities LLC is an advisory firm operating in San Diego, California. It has offices in 5,365 locations and a total of 5,713 people on staff. It controls $113 billion in assets under management between its 505,984 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 190 charities and foundations. Of its 505,984 customer accounts, 16% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The company provides a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically depend on the services provided. However, fees billed by J.P. Morgan Securities LLC most likely are comprised of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

16861 Bernardo Center Dr.
San Diego, CA 92128

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

CA Average: $7,464,549,021
Total Number of Employees

7,383

CA Average: 88
Total Number of Accounts

602,419

CA Average: 3,892
Average Account Size

$216,255

CA Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Kevin Donnelly Work History

Kevin has 10 years of experience.

2012 - Present (7 years)

J.P. Morgan Securities LLC

2012 - Present (7 years)

Jpmorgan Chase Bank, N.A

2010 - 2012 (2 years)

Chase Investment Services Corp

2008 - 2010 (2 years)

Lincoln Financial Advisors

Disclosures

Kevin Donnelly has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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