Kasandra V Schindler

CRD 2468152 · J.P. Morgan Securities LLC · Newport Beach, CA

IA RegisteredBroker

Also appears in the source record as: Kasandra F Fleischer; Kasandra Fleischer; Kasandra F Schindler; Kasandra Schindler

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 6Series 63Series 65
Registered states (33): Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · Florida · Hawaii · Illinois · Kansas · Kentucky · Maine · Maryland · Massachusetts · Minnesota · Missouri · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin
Years in the industry (source record): 27
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
Newport Beach, CA · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Newport Beach, CA · BC capacity

start not retrieved → present
Wachovia Securities, LLC
Newport Beach, CA · IA capacity

Apr 15, 2008 → Jan 14, 2009
Wachovia Securities, LLC
Newport Beach, CA · BC capacity

Apr 11, 2008 → Jan 14, 2009
Wells Fargo Investments, LLC
Newport Beach, CA · IA capacity

Sep 27, 2004 → May 4, 2005
Wells Fargo Investments, LLC
San Francisco, CA · BC capacity

Sep 27, 2004 → May 4, 2005
Northern Trust Securities, Inc.
Chicago, IL · BC capacity

Apr 17, 2001 → Dec 4, 2001
Merrill Lynch, Pierce, Fenner & Smith Incorporated
New York, NY · BC capacity

Jan 16, 1995 → Oct 5, 2000
Mutual Of Omaha Investor Services, Inc.
Omaha, NE · BC capacity

May 20, 1994 → Nov 2, 1994

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2468152 ↗ FINRA BrokerCheck record for CRD 2468152 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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