Sarah Hassan Maymoun
Investment adviser representative at J.P. Morgan Securities LLC
27 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- J.P. Morgan Securities LLCJun 2025 to now
- JPMorgan Chase Bank, N.A.Jun 2025 to now
- LPL Enterprise, LLCNov 2024 to May 2025
- Prudential Insurance Company of AmericaOct 2019 to May 2025
- Pruco Securities, LLC.Oct 2019 to Nov 2024
- Afs Insurance ServicesNov 2018 to Oct 2019
- New York Life Insurance CoSep 2018 to Oct 2019
- Nylife Securities LLCSep 2018 to Oct 2019
- Auto Club/aaa Life InsMay 1999 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2982418
- Firm CRD
- 79