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Kyle Kazmer
J.P. Morgan Wealth ManagementLos AngelesWealth Partner, Managing Director
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Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This advisor has paid a fee to receive expanded profile features, such as profile photo and contact information.

Forbes Lists

#15
Top Next-Gen Wealth Advisors Best-in-State (2024)
California - Southern CA
Data provided by SHOOK® Research, LLC. Data as of 3/31/24 Source: Forbes.com (August, 2024). SHOOK considered advisors born in 1985 or later with a minimum 4 years as an advisor.
#84
Forbes Best-In-State Wealth Advisors (2024)
California - Los Angeles (Private Wealth)
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
About Kyle Kazmer
Kyle holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC®) and Chartered Retirement Planning Counselor (CRPC®) designations along with a MBA in Financial Planning from California Lutheran University and puts this experience to work at The Desser Group constructing tailored wealth management plans, developing asset allocation models and providing customized lending strategies.  He takes pride in assisting people with the important financial aspects of their lives, and helping them benefit from J.P. Morgan's brand, prestige and renowned thought leadership and... Read More
The description above is provided by Kyle.
J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states
 
 INVESTMENT AND INSURANCE PRODUCTS:
 • NOT A DEPOSIT • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NO BANK GUARANTEE • MAY LOSE VALUE 
Contact Kyle
kyle.kazmer@jpmorgan.com
(310) 201-2745
2029 Century Park East Ste 3700, Los Angeles, California 90067
Asset Summary
As of Mar, 2024
$1M
Min Account Size For New Business
$1-500M
Typical Size Of Households
$5-10M
Typical Net Worth Of Relationships
$2.7B
Team Assets (Custodied)
Appears On