Jacob Plotkin
Financial advisor at J.P. Morgan Securities LLC · New York, NY
Last updated 2026-10-10
Claim your profileJacob Plotkin is a financial advisor at J.P. Morgan Securities LLC in New York, NY, CRD 7953884. Licenses and exams on the registration: Series 66. IAPD registration began 2024-09-05.
Registration
- CRD number
- 7953884
- Registration status
- Active
- IAPD registration
- 2024-09-05
- Industry Experience
- 2 years
- Work Experience
- 12 years
- States registered
- NY, TX
Licenses and exams
- Series 66
Work history
- 2024-07 to Present · Jpmorgan Chase Bank, NA · New York, NY
- 2024-07 to Present · Jpmorgan Securities LLC · New York, NY
- 2023-06 to 2023-08 · Jpmorgan Chase Bank, NA · New York, NY
- 2022-06 to 2022-08 · Cushman & Wakefield · New York City, NY
- 2020-08 to 2024-06 · University of Wisconsin-Madison · Madison, WI
- 2014-07 to 2020-07 · Unemployed · Morganville, NJ
- 2023-04 to Present · Euroway LLC · Boca Raton, FL
- 2026-03 to Present · Agnb Holdings LLC · Morganville, NJ
Current employment
- J.P. Morgan Securities LLC · New York, NY
J.P. Morgan Securities LLC
- Regulatory AUM
- $429,694,491,042
- Registered advisors
- 14,334
- Offices
- 5,886
- Clients per advisor
- 87.0 (Moderate)
- Average AUM per client
- $344.7K (Low)
- High-net-worth client ratio
- 28.6% (Moderate)
J.P. Morgan Securities LLC: advisors, services and reported ETF investments
About
Jacob Plotkin is a financial advisor at J.P. Morgan Securities LLC in New York, NY. Reported securities licenses include Series 66. The latest record indicates 2 years of industry experience and 12 years of reported work history.
J.P. Morgan Securities LLC's firm-level Form ADV reports 14,334 advisors across 5,886 offices; approximately 87.0 clients per advisor, average assets per client of $344,680, and regulatory AUM of $429.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Insurance companies, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.
What this firm offers
Filed by J.P. Morgan Securities LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Other
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Futures Commission Merchant
- Insurance Broker or Agent
- Registered Security-Based Swap Dealer
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Security-Based Swap Dealer
- Commodity Pool Operator or CTA
- Futures Commission Merchant
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Real Estate Broker or Dealer
- Sponsor or Syndicator of Limited Partners
- Sponsor or GP of Pooled Investment Vehicl
Location
270 Park Avenue, New York, NY 10017
1,111 advisors at this office.
Contact
The firm's filed contact details.
Official record
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