Stefan
Kreid
J.P. Morgan Securities LLC
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About this Advisor
Stefan Kreid is an investment advisor located in Seattle, Washington. Currently an advisor at J.P. Morgan Securities LLC, Kreid has 12 years of work experience. Kreid maintains Series 65, Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative. Kreid can work with clients based out of Washington. Kreid has gained experience at Humboldt State University, Kreid Investment Consulting, Inc, Jpmorgan Chase Bank N.A, Jpmorgan Securities LLC, Jumbo Buy, Kitsap Pizza and Barns And Noble. J.P. Morgan Securities LLC is based out of Seattle, Washington, and has 5,080 offices in the country. In total, J.P. Morgan Securities LLC manages $163 billion in assets across 660,063 client accounts and retains more than 6,521 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the nation. The firm manages 526,634 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 21% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. J.P. Morgan Securities LLC provides portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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J.P. Morgan Securities LLC Brokerage Details

$163,396,095,133

6,521

660,063

$247,546

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
- Pension consulting services
- Selection of other advisers
Stefan Kreid Work History
Stefan has 12 years of experience.
Jpmorgan Securities LLC
Jpmorgan Chase Bank N.A
Kitsap Pizza
Barns And Noble
Jumbo Buy
Kreid Investment Consulting, Inc
Kreid Investment Consulting, Inc
Humboldt State University
Disclosures
Stefan Kreid has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at J.P. Morgan Securities LLC
San Francisco, CA
Houma, LA
Plano, TX
Columbus, OH
Cerritos, CA
Wallington, NJ
Henderson, NV
Westerville, OH
This content was compiled from the SEC and FINRA.
