Kevin Arthur-Whitworth Sheard

CRD 3260024 · J.P. Morgan Securities LLC · Birmingham, MI

IA RegisteredBroker

Also appears in the source record as: Kevin A Sheard; Kevin Arthur Whitworth Sheard

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): SIESeries 7Series 31Series 65Series 63Series 66
Registered states (53): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
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 3260024 contains one or more disclosure events as of Aug 20, 2026.

findmyFA.app does not reproduce, summarise, characterise, or interpret the content of disclosure events. A disclosure event is a category of entry in a regulatory record; it is not, by itself, a finding of wrongdoing. Read the events in full on the official systems:

FINRA BrokerCheck ↗ · 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
Birmingham, MI · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Birmingham, MI · BC capacity

start not retrieved → present
Tactical Allocation Group, LLC
Birmingham, MI · IA capacity

Sep 13, 2011 → Jul 17, 2014
Chase Investment Services Corp.
Walled Lake, MI · IA capacity

Nov 17, 2010 → Aug 18, 2011
Chase Investment Services Corp.
Walled Lake, MI · BC capacity

Nov 10, 2010 → Aug 18, 2011
Charles Schwab & Co., Inc.
Troy, MI · IA capacity

Sep 3, 2010 → Nov 12, 2010
Charles Schwab & Co., Inc.
Troy, MI · BC capacity

Sep 6, 2006 → Nov 12, 2010
Fidelity Brokerage Services LLC
Birmingham, MI · BC capacity

Mar 23, 2000 → Aug 9, 2006
Dean Witter Reynolds Inc.
Purchase, NY · BC capacity

Aug 25, 1999 → Mar 21, 2000

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 3260024 ↗ FINRA BrokerCheck record for CRD 3260024 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.