Raymond James Financial Services Advisors
47yrs
Top advisor by experience in Columbus
3yrs
Kyle Germann
Financial advisor at J.P. Morgan Securities
Kyle Germann has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Columbus, Ohio. Kyle joined J.P. Morgan Securities in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 2160 advisors with offices in Columbus, and one of 1883 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office3415 Vision Drive, Floor 3d, Columbus, OH 43219
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2025 – nowJ.P. Morgan Securities LLCCurrent firm
Questions to ask Kyle
Tailored to Kyle’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Kyle
How do I contact Kyle?
Call J.P. Morgan Securities at 800-999-2000 and ask for Kyle Germann. Kyle works from the Columbus, OH office.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Kyle hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Kyle a fiduciary?
Kyle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kyle paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Kyle for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Morgan Stanley
47yrs
Top 1% by experience in Columbus
Nationwide Investment Advisors
46yrs
Top advisor by experience at Nationwide Investment Advisors
Common Wealth Management
46yrs
Top 1% by experience in Columbus
Wells Fargo Advisors
46yrs
Top 1% by experience in Columbus
Park Avenue Securities
45yrs
Top 1% by experience in Columbus