Kathy Weil

CRD 1597674 · J.P. Morgan Securities LLC · Louisville, KY

IA RegisteredBroker

Also appears in the source record as: Kathy Lynn Cissell; Kathy Cissell; Kathy Lynn Curtis; Kathy Curtis; Kathy L Cissell; Cathy L. Curtis

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): SIESeries 31Series 7Series 9Series 10Series 66Series 63
Registered states (9): Alabama · California · Florida · Georgia · Indiana · Kentucky · North Carolina · Tennessee · Texas
Years in the industry (source record): 26
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 1597674 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: J.P. Morgan Securities LLC
Firm CRD: 79
SEC number: 801-3702
Assets under management: $429.7B as of Jun 30, 2026
Website: wealthpartners.jpmorgan.com ↗
Phone: 800-999-2000
Firm location: New York, NY, 10017

Employment history (13)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
Louisville, KY · BC capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Louisville, KY · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Louisville, KY · IA capacity

start not retrieved → present
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Huntington, WV · IA capacity

Feb 12, 2019 → Mar 24, 2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Huntington, WV · BC capacity

Feb 8, 2019 → Mar 24, 2021
Pnc Investments
Louisville, KY · IA capacity

Nov 13, 2009 → Dec 16, 2014
Pnc Investments
Louisville, KY · BC capacity

Nov 13, 2009 → Dec 16, 2014
Natcity Investments, Inc.
Louisville, KY · IA capacity

Aug 29, 2008 → Nov 13, 2009
Natcity Investments, Inc.
Louisville, KY · BC capacity

Aug 27, 2008 → Nov 13, 2009
Morgan Stanley & Co. Incorporated
Louisville, KY · IA capacity

Apr 2, 2007 → May 13, 2008
Morgan Stanley & Co. Incorporated
Louisville, KY · BC capacity

Apr 2, 2007 → May 13, 2008
Morgan Stanley
Louisville, KY · IA capacity

Nov 29, 2006 → Apr 2, 2007
Morgan Stanley Dw Inc.
Louisville, KY · BC capacity

May 17, 2004 → Apr 2, 2007

Source & corrections

Where this page comes from

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