Keith
Sheridan

J.P. Morgan Securities LLC

CRD#5317343
Investment Advisor
in Seattle, WA
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About this Advisor

Keith Sheridan is a certified financial planner working out of Seattle, Washington, who has 11 years of professional experience. Sheridan currently works for J.P. Morgan Securities LLC. Sheridan has gained experience at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Northwestern Mutual -Carl W Middleton, Northwestern Mutual -Eric Shutt, Northwestern Mutual Investment, LLC, Paracle Advisors, Scottrade, Inc, Paracle Advisors LLC, Scottrade Investment Management and Jp Morgan Securities, LLC. Sheridan holds Series 63 and Series 66 licenses, certifying them as a securities agent, and can advise clients in Washington. J.P. Morgan Securities LLC is a registered investment business headquartered in Seattle, Washington. The firm has offices in 5,365 locations and a total of 5,713 employees. It handles $113 billion in assets across its 505,984 client accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advice to 190 charities and foundations. Of its 505,984 client accounts, 16% are associated with high-net-worth investors who have at least $1 million in assets. J.P. Morgan Securities LLC has a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management usually are based on which services the firm provides the client. However, fee types charged by J.P. Morgan Securities LLC can be comprised of any combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

11 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

600 Pine Street, Suite 20
Seattle, WA 98101

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

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

7,383

WA Average: 88
Total Number of Accounts

602,419

WA Average: 3,892
Average Account Size

$216,255

WA 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

Keith Sheridan Work History

Keith has 11 years of experience.

2017 - Present (2 years)

Jp Morgan Securities, LLC

2017 - 2017 (< 1 year)

Scottrade Investment Management

2015 - 2017 (2 years)

Scottrade, Inc

2014 - 2015 (1 year)

Paracle Advisors

2014 - 2015 (1 year)

Paracle Advisors LLC

2013 - 2014 (1 year)

Northwestern Mutual Life Insurance Company

2008 - 2010 (2 years)

Northwestern Mutual Investment Services, LLC

2008 - 2009 (1 year)

Northwestern Mutual -Carl W Middleton

2008 - 2013 (5 years)

Northwestern Mutual -Eric Shutt

2007 - 2013 (6 years)

Northwestern Mutual Investment, LLC

Disclosures

Keith Sheridan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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