Lyle T. Berkson

CRD 2847698 · J.P. Morgan Securities LLC · Arlington Heights, IL

IA RegisteredBroker

Also appears in the source record as: Lyle T Berkson; Lyle Tod Berkson; Lyle Berkson

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 6Series 66Series 63
Registered states (28): Arizona · Arkansas · California · Colorado · Florida · Georgia · Hawaii · Illinois · Indiana · Iowa · Kentucky · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nevada · New York · North Carolina · Ohio · Puerto Rico · South Carolina · Texas · Virginia · Washington · Wisconsin
Years in the industry (source record): 25
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2847698 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 (11)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
Arlington Heights, IL · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Arlington Heights, IL · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.
Schaumburg, IL · IA capacity

Jun 12, 2012 → Feb 27, 2014
Charles Schwab & Co., Inc.
Schaumburg, IL · BC capacity

Jun 12, 2012 → Feb 27, 2014
Td Ameritrade, Inc.
Schaumburg, IL · IA capacity

Mar 12, 2007 → Jun 7, 2012
Amerivest Investment Management, LLC
Schaumburg, IL · IA capacity

Mar 12, 2007 → Jun 7, 2012
Td Ameritrade, Inc.
Schaumburg, IL · BC capacity

Mar 12, 2007 → Jun 7, 2012
Ubs Financial Services Inc.
Oakbrook Terrace, IL · IA capacity

Jan 19, 2004 → Mar 14, 2007
Ubs Financial Services Inc.
Oakbrook Terrace, IL · BC capacity

Jan 1, 2004 → Mar 14, 2007
Lifeusa Securities, Inc.
Minneapolis, MN · BC capacity

Oct 16, 1998 → Dec 21, 1999
Nylife Securities Inc.
New York, NY · BC capacity

Feb 3, 1997 → Oct 9, 1998

Source & corrections

Where this page comes from

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