Erica Goltra
Investment Adviser Representative at J.p. Morgan Securities LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Erica Goltra is an investment adviser representative with J.p. Morgan Securities LLC in Kansas City, MO, where they have been registered since 2024. They have worked in the securities industry since 2017 and have been registered with 5 firms, including Adaptation Financial Advisors Inc. and Planmember Securities Corporation. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Missouri and Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Missouri, Texas
- Broker:
20 states and territories
California, Colorado, Florida, Idaho, Illinois, Iowa, Kansas, Michigan, Missouri, Nevada, New Jersey, New Mexico, New York, Ohio, Oklahoma, Pennsylvania, Texas, Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Edward JonesSep 2016 – Jun 2017St Louis, MO
- National Pension & Group Consultants, Inc.Aug 2017 – Nov 2017Kansas City, MO
- Forrest T. Jones & CompanyAug 2017 – Nov 2017Kansas City, MO
- UnemployedJul 2017 – Jul 2017Overland Park, KS
- UnemployedDec 2017 – Dec 2017Olathe, KS
- Forrest T. Jones & Co, Inc. dba FTJ Retirement AdvisorsJan 2018 – Mar 2023Kansas City, MO
- National Pension & Group Consultants, Inc.Jan 2018 – Mar 2020Kansas City, MO
- PlanMember Securities CorporationMar 2020 – Feb 2023Carpinteria, CA
- Rogers State UniversityAug 2021 – Jun 2023Claremore, OK
- Cambridge Investment Research, Inc.Mar 2023 – Nov 2023Fairfield, IA
- Adaptation Financial Advisors Inc.Mar 2023 – Nov 2023Oklahoma City, OK
- J.P. Morgan Securities LLCMar 2024 – no end date reportedKansas City, MO
- JPMorgan Chase Bank, N.A.Mar 2024 – no end date reportedKansas City, MO
- National Pension & Group ConsultantsJan 2018 – Mar 2018Kansas City, MO
- Fidelity Security LifeAug 2017 – Nov 2017Kansas City, ME
- Fidelity Security LifeJan 2018 – Mar 2023Kansas City, MO
- UnemployedDec 2023 – Feb 2024Saint Joseph, MO
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About J.p. Morgan Securities LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 13,759
- Offices listed on AdvisorFinder:
- 25
- Main office:
- New York, NY
- SEC file number:
- 801-3702
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at J.p. Morgan Securities LLC
Showing 12 of 13,759 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Erica Goltra has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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