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Kevin M. Donnelly
KEVIN MICHAEL DONNELLY
CRD#: 5400376
IA
Investment Adviser
B
Broker
J.P. MORGAN SECURITIES LLCCRD#: 79 16861 BERNARDO CENTER DR.
SAN DIEGO, CA 92128
Registration History
20082010201220142016201820202022202420262 FIRMS2008 - 2010 (2 years)2 FIRMS2010 - 2012 (2 years)2 FIRMS2012 - Present (12 years)
License(s)

State Registrations

B
Alaska 6/10/2024

B
New York 4/17/2017

B
Arizona 3/2/2017

B
North Carolina 11/27/2018

B
California 10/1/2012

B
Ohio 11/6/2012

IA
California 10/1/2012

B
Oklahoma 7/9/2020

B
Colorado 9/11/2014

B
Oregon 7/18/2014

B
Florida 2/10/2014

B
South Carolina 4/6/2017

B
Georgia 4/6/2015

B
Tennessee 4/3/2020

B
Idaho 6/12/2024

B
Texas 10/1/2012

B
Illinois 12/12/2017

IA
Texas 9/13/2013

B
Maryland 11/24/2023

B
Utah 3/17/2014

B
Michigan 1/4/2013

B
Virginia 6/20/2017

B
Missouri 2/13/2013

B
Washington 7/18/2014

B
Nebraska 8/3/2021

B
West Virginia 2/9/2017

B
Nevada 1/4/2013

B
Wisconsin 1/3/2022

B
New Jersey 3/3/2022

B
Wyoming 5/4/2018

B
New Mexico 2/10/2014

SRO Registrations

B
BOX Exchange LLC

B
Cboe BYX Exchange, Inc.

B
Cboe BZX Exchange, Inc.

B
Cboe C2 Exchange, Inc.

B
Cboe EDGA Exchange, Inc.

B
Cboe EDGX Exchange, Inc.

B
Cboe Exchange, Inc.

B
FINRA

B
Investors' Exchange LLC

B
Long-Term Stock Exchange, Inc.

B
MEMX LLC

B
MIAX Emerald, LLC

B
MIAX PEARL, LLC

B
MIAX Sapphire

B
Miami International Securities Exchange, LLC

B
NYSE American LLC

B
NYSE Arca, Inc.

B
NYSE Chicago, Inc.

B
NYSE National, Inc.

B
Nasdaq BX, Inc.

B
Nasdaq GEMX, LLC

B
Nasdaq ISE, LLC

B
Nasdaq MRX, LLC

B
Nasdaq PHLX LLC

B
Nasdaq Stock Market

B
New York Stock Exchange

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Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
J.P. MORGAN SECURITIES LLC (CRD#:79)
16861 BERNARDO CENTER DR., SAN DIEGO, CA 92128
Registered with this firm since 10/1/2012

B
J.P. MORGAN SECURITIES LLC (CRD#:79)
16861 BERNARDO CENTER DR., SAN DIEGO, CA 92128
Registered with this firm since 10/1/2012

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
09/20/2010 - 10/01/2012 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) SAN DIEGO, CA
B
09/20/2010 - 10/01/2012 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) SAN DIEGO, CA
IA
07/29/2008 - 08/30/2010 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) SAN DIEGO, CA
B
07/03/2008 - 08/30/2010 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) SAN DIEGO, CA
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B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.