Jerry Verklan

CRD 2266633 · J.P. Morgan Securities LLC · Tampa, FL

BrokerRegistration inactive

Also appears in the source record as: Gerald Anthony Verklan; Gerry Verklan; Gerald A Verklan

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Inactive
Exams passed (10): SIESeries 31Series 7Series 9Series 10Series 24Series 8Series 66Series 65Series 63
Registered states: Not yet retrieved from the source record
Years in the industry (source record): 30
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

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 (9)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
Tampa, FL · BC capacity

start not retrieved → present
Lpl Financial LLC
Joliet, IL · IA capacity

Feb 5, 2018 → Feb 7, 2022
Lpl Financial LLC
Fort Mill, SC · BC capacity

Feb 5, 2018 → Feb 7, 2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Rolling Meadows, IL · IA capacity

Dec 7, 2016 → Jan 31, 2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Rolling Meadows, IL · BC capacity

Jul 27, 2016 → Jan 31, 2018
Scottrade, Inc.
Naperville South, IL · BC capacity

Jan 3, 2002 → Jul 18, 2016
Td Waterhouse Investor Services, Inc.
Omaha, NE · BC capacity

Aug 13, 1996 → Aug 15, 2001
Dean Witter Reynolds Inc.
Purchase, NY · BC capacity

Aug 10, 1995 → May 7, 1996
Chatfield Dean & Co., Inc.
Greenwood Village, CO · BC capacity

Aug 21, 1992 → Sep 9, 1992

Source & corrections

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