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.

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

Aug 16, 1999earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

17derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S66|S63

First exam

Aug 16, 1999

First registration

Mar 24, 2008

Dual registered

yes, broker-dealer

Other names

KIMBERLY SUE HUCKABEE|KIMBERLY SUE CROWLEY|KIMBERLY SUE GREEN

IAPD individual key

1861719

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b76b877f-6729-9ba6-c317-8ec286d6e5d9

First observed

Mar 24, 2008

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.