Jim J. Akasala
Also appears in the source record as: Jim Akasala; Jim J Akasala; Jim John Akasala; Jim J John
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 (20)
- Arizona · California · Colorado · Connecticut · District Of Columbia · Florida · Georgia · Illinois · Iowa · Kansas · Maryland · Massachusetts · New Jersey · New York · North Carolina · Pennsylvania · South Carolina · Tennessee · Texas · Virginia
- Years in the industry (source record)
- 18
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
The official record for CRD 4844121 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 (7)
From the source registration record · current first
-
start not retrieved → present
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start not retrieved → present
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Citi Private Advisory, LLCNew York, NY · BC capacityMar 28, 2017 → Feb 23, 2018
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Citigroup Global Markets Inc.New York, NY · IA capacitySep 22, 2015 → Feb 23, 2018
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Citigroup Global Markets Inc.New York, NY · BC capacityMay 29, 2013 → Feb 23, 2018
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Hsbc Securities (USA) Inc.New York, NY · BC capacityJul 29, 2011 → Apr 29, 2013
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Wells Fargo Advisors, LLCNew York, NY · BC capacityApr 24, 2008 → Jul 14, 2011
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.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.