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Samuel Cho

Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
2 statesRegistered in
ChFC®Designation
$429.7BFirm assets

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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

10 years in the industry.

  1. J.P. Morgan Securities LLCAug 2014 to now
  2. UberMay 2023 to Mar 2024

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law2007
  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 2 states (NV, 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
4074660
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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