J.P. Morgan Securities LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Jason Kass is a financial advisor in New York, New York. Currently a registered financial advisor at J.P. Morgan Securities LLC, they have gathered 10 years of professional experience as a financial advisor. Kass holds Series 63 and Series 66 licenses, which certify them as a securities agent. Kass is able to act as an advisor in New Jersey. The advisor has gained experience at Barclays Capital Inc, Tiaa/Tiaa-Cref Individual & Institutional Services, LLC, Hsbc Private Bank, Jp Morgan Securities LLC and Jpmorgan Chase Bank Na. J.P. Morgan Securities LLC is headquartered in New York, New York, and operates out of 5,365 additional brick-and-mortar locations across the country. As a company, J.P. Morgan Securities LLC manages $113 billion in assets throughout 505,984 client accounts and retains more than 5,713 people. The level of assets currently under the firm's management makes it one of the largest firms in the United States. The firm manages 396,797 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 16% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. J.P. Morgan Securities LLC can provide portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
J.P. Morgan Securities LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jason Kass Work History
Jason has 10 years of experience.
Jp Morgan Securities LLC
Jpmorgan Chase Bank Na
Hsbc Private Bank
Tiaa/Tiaa-Cref Individual & Institutional Services, LLC
Barclays Capital Inc
Jason Kass has no disclosures.
Please visit their SEC profile for more details.