Stefan
Kreid

J.P. Morgan Securities LLC

CRD#6594985
Investment Advisor
in Seattle, WA

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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

Series 65, Series 65, Series 63

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

1201 Third Avenue Lobby
Seattle, WA 98101

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$163,396,095,133

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

6,521

WA Average: 88
Total Number of Accounts

660,063

WA Average: 3,892
Average Account Size

$247,546

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
  • Pension consulting services
  • Selection of other advisers

Stefan Kreid Work History

Stefan has 12 years of experience.

2019 - Present (2 years)

Jpmorgan Securities LLC

2017 - Present (4 years)

Jpmorgan Chase Bank N.A

2017 - 2017 (< 1 year)

Kitsap Pizza

2017 - 2017 (< 1 year)

Barns And Noble

2016 - 2016 (< 1 year)

Jumbo Buy

2016 - 2017 (1 year)

Kreid Investment Consulting, Inc

2015 - 2016 (1 year)

Kreid Investment Consulting, Inc

2008 - 2013 (5 years)

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

Kevin Brereton
San Francisco, CA
Jeremy Jones
Houma, LA
Yanmin Young
Plano, TX
Jamila Hassan
Columbus, OH
Edgardo Ortiz Flores
Cerritos, CA
Krzysztof Przywara
Wallington, NJ
Mario Villalpando
Henderson, NV
Elwood Kissell
Westerville, OH

This content was compiled from the SEC and FINRA.

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