Jonathan Bartling
Financial advisor at J.P. Morgan Securities LLC · Austin, TX
Last updated 2026-10-10
Claim your profileJonathan Bartling is a financial advisor at J.P. Morgan Securities LLC in Austin, TX, CRD 8313716. Licenses and exams on the registration: Series 66. IAPD registration began 2026-08-21.
Registration
- CRD number
- 8313716
- Registration status
- Active
- IAPD registration
- 2026-08-21
- Industry Experience
- 0 years
- Work Experience
- 10 years
- States registered
- TX
Licenses and exams
- Series 66
Work history
- 2026-07 to Present · J.P. Morgan Securities LLC · Austin, TX
- 2026-07 to Present · Jpmorgan Chase Bank, N.A. · Austin, TX
- 2026-06 to 2026-06 · Unemployed · Austin, TX
- 2026-01 to 2026-05 · The University of Texas · Austin, TX
- 2023-09 to 2026-05 · Sodexo · Austin, TX
- 2023-08 to 2026-05 · The University of Texas · Austin, TX
- 2026-01 to 2026-04 · Lightspeed Systems · Austin, TX
- 2025-06 to 2025-08 · Jpmorgan Chase Bank, N.A. · Fort Worth, TX
- 2024-09 to 2025-05 · Lightspeed Systems · Austin, TX
- 2024-05 to 2024-08 · Lightspeed Systems · Austin, TX
- 2019-10 to 2023-07 · Unemployed · Austin, TX
- 2019-06 to 2019-09 · Coffee Action West LLC · Austin, TX
- 2016-06 to 2019-05 · Unemployed · Austin, TX
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
Jonathan Bartling is a financial advisor at J.P. Morgan Securities LLC in Austin, TX. Reported securities licenses include Series 66. The latest record indicates less than 1 year of industry experience and 10 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
405 Colorado St, Austin, TX 78701
88 advisors at this office.
Contact
The firm's filed contact details.
Official record
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