Jason
Kass

J.P. Morgan Securities LLC

CRD#3248234
Investment Advisor
in New York, NY
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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

Series 63, Series 66, Chartered Financial Analyst

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, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

270 Park Avenue Floor 18
New York, NY 10017

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$112,505,543,419

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

5,713

NY Average: 88
Total Number of Accounts

505,984

NY Average: 3,892
Average Account Size

$222,350

NY 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

Jason Kass Work History

Jason has 10 years of experience.

2015 - Present (4 years)

Jp Morgan Securities LLC

2015 - Present (4 years)

Jpmorgan Chase Bank Na

2010 - 2015 (5 years)

Hsbc Private Bank

2009 - 2010 (1 years)

Tiaa/Tiaa-Cref Individual & Institutional Services, LLC

2008 - 2009 (1 years)

Barclays Capital Inc

Disclosures

Jason Kass has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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