J.P. Morgan Securities LLC
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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
Years of Experience
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J.P. Morgan Securities LLC Brokerage Details
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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.
Scottrade Investment Management
Jp Morgan Securities, LLC
Paracle Advisors LLC
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services, LLC
Northwestern Mutual -Carl W Middleton
Northwestern Mutual -Eric Shutt
Northwestern Mutual Investment, LLC
Keith Sheridan has no disclosures.
Please visit their SEC profile for more details.