Kevin
Corrigan

J.P. Morgan Securities LLC

CRD#2957466
Investment Advisor
in Austin, TX
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About this Advisor

Kevin Corrigan is a certified financial planner who works in Austin, Texas, with a total of 14 years of work experience. Corrigan is currently employed by J.P. Morgan Securities LLC. Throughout their career, Corrigan has worked at Chalres Schwab & Co., Inc, Charles Schwab Bank, Swbc Investment Services LLC, Swbc Investment Company and Jpmorgan Securities LLC. Corrigan holds Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to serve investors in Texas. J.P. Morgan Securities LLC is an advisory business headquartered in Austin, Texas. It has offices in 5,365 locations and a total of 5,713 advisors. It manages $113 billion in total assets between its 505,984 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 190 charitable organizations. Of its 505,984 accounts, 16% belong to high-net-worth investors who have at least $1 million in investable assets. The business provides a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely vary depending on the type of financial services provided. Fees billed by J.P. Morgan Securities LLC most likely include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

14 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

919 Ranch Rd 620 S
Austin, TX 78734

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

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

7,383

TX Average: 88
Total Number of Accounts

602,419

TX Average: 3,892
Average Account Size

$216,255

TX 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 Corrigan Work History

Kevin has 14 years of experience.

2016 - Present (3 years)

Jpmorgan Securities LLC

2014 - 2016 (2 years)

Swbc Investment Services LLC

2014 - 2016 (2 years)

Swbc Investment Company

2007 - 2014 (7 years)

Charles Schwab Bank

2004 - 2014 (10 years)

Chalres Schwab & Co., Inc

Disclosures

Kevin Corrigan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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