Travis John Leta
Financial advisor at J.P. Morgan Securities LLC · Sterling Heights, MI
Last updated 2026-10-10
Claim your profileTravis John Leta is a financial advisor at J.P. Morgan Securities LLC in Sterling Heights, MI, CRD 4987073. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2005-07-28.
Registration
- CRD number
- 4987073
- Registration status
- Active
- IAPD registration
- 2005-07-28
- Industry Experience
- 21 years
- Work Experience
- 15 years
- States registered
- MI, TX
Licenses and exams
- Series 63
- Series 66
Work history
- 2011-10 to Present · Jpmorgan Chase Bank NA · Sterling Heights, MI
- 2012-10 to Present · J.P. Morgan Securities LLC · Sterling Heights, MI
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
Travis John Leta is a financial advisor at J.P. Morgan Securities LLC in Sterling Heights, MI. Reported securities licenses include Series 63 and Series 66. The latest record indicates 21 years of industry experience and 15 years of reported work history. Reported roles include Jpmorgan Chase Bank NA.
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, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, 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
40880 Dequindre Fl. 1, Sterling Heights, MI 48310-1763
2 advisors at this office.
Contact
The firm's filed contact details.
Official record
Are you Travis John Leta?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.