Jacob Furlow

CRD 4604460 · J.P. Morgan Securities LLC · Westlake Village, CA

IA RegisteredBroker

Also appears in the source record as: Jacob Kennedy Furlow; Jake Furlow

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): SIESeries 7Series 10Series 9Series 66Series 63
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): 23
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 (8)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
Westlake Village, CA · IA capacity

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

start not retrieved → present
Wells Fargo Clearing Services, LLC
Westlake Village, CA · IA capacity

Jun 29, 2017 → Jul 25, 2019
Wells Fargo Clearing Services, LLC
Westlake Village, CA · BC capacity

Jun 29, 2017 → Jul 25, 2019
Morgan Stanley
Beverly Hills, CA · IA capacity

May 16, 2013 → Jun 20, 2017
Morgan Stanley
Beverly Hills, CA · BC capacity

Apr 18, 2013 → Jun 20, 2017
Imperial Capital, LLC
Los Angeles, CA · BC capacity

Feb 15, 2012 → Apr 4, 2013
Jefferies & Company, Inc.
San Francisco, CA · BC capacity

Dec 19, 2002 → Feb 2, 2012

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 4604460 ↗ FINRA BrokerCheck record for CRD 4604460 ↗ 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.