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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

Kennedy Copeland-Wilson

Advisor at J.P. MORGAN SECURITIES LLC

Holladay, UT

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Search this name across graphsid dfx:ria:3b2dd09e-1001-68ea-087d-231b738aea09

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 4, 2020 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: J.P. MORGAN SECURITIES LLC
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Oct 31, 2020
First registration: Nov 4, 2020
Dual registered: yes, broker-dealer
Other names: Kennedy C Wilson|Kennedy Copeland Wilson|Kennedy Copeland Wilson|Kennedy Wilson|Kennedy Copeland-Wilson|Kennedy C. Wilson
IAPD individual key: 7207871

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
J.P. MORGAN SECURITIES LLC	Wirehouse	Jul 12, 2024	n/a	yes	Holladay, UT	Current employment
CHARLES SCHWAB & CO., INC.	National bd RIA	May 23, 2022	Jun 26, 2024	no	Thousand Oaks, CA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Feb 1, 2022	Sep 7, 2023	no	Thousand Oaks, CA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Feb 1, 2022	Oct 14, 2022	no	Thousand Oaks, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 4, 2020	Sep 3, 2021	no	NEW YORK, NY\|WESTLAKE VILLAGE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CHARLES SCHWAB & CO., INC.	J.P. MORGAN SECURITIES LLC	Jun 26, 2024	Jul 12, 2024	16	Firm change	Ibd to wirehouse
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	CHARLES SCHWAB & CO., INC.	Sep 7, 2023	May 23, 2022	-472	Bulk transfer	RIA to ibd
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Oct 14, 2022	Feb 1, 2022	-255	Bulk transfer	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	TD AMERITRADE, INC.	Sep 3, 2021	Feb 1, 2022	151	Firm change	Other

Relationships

Registered with (5)

→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: current employment
Jul 12, 2024 to presentfactForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
May 23, 2022 to Jun 26, 2024factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 1, 2022 to Sep 7, 2023factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Feb 1, 2022 to Oct 14, 2022factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Nov 4, 2020 to Sep 3, 2021factForm ADV

Dated events

Occurred
Jun 26, 2024
Advisor changed firm
Kennedy Copeland-Wilson left Charles Schwab & Co., Inc. for J.P. Morgan Securities Llc (registered 2024-07-12)
Form ADVobserved 6 days ago