Kyle Roehrig
Financial advisor at J.P. Morgan Securities LLC · Mesquite, TX
Last updated 2026-10-10
Claim your profileKyle Roehrig is a financial advisor at J.P. Morgan Securities LLC in Mesquite, TX, CRD 5485175. Licenses and exams on the registration: Series 66. First registered 2008-09-02.
Registration
- CRD number
- 5485175
- Registration status
- Active
- First registered
- 2008-09-02
- Years of experience
- 18
- States registered
- TX
Licenses and exams
- Series 66
Work history
- 2012-10 to Present · J.P. Morgan Securities LLC · Mesquite, TX
- 2011-11 to Present · Jpmorgan Chase Bank, N.A. · Mesquite, 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
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
1345 N. Town East Blvd., Mesquite, TX 75150
3 advisors at this office.
Contact
The firm's filed contact details.
Official record
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