Naseema Sharif
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Naseema Sharif? Claim your profile
Contact this firm
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.
- J.P. Morgan Securities LLCJun 2025 to now
- JPMorgan Chase Bank, N.A.Jun 2025 to now
- UnemployedAug 2024 to Jun 2025
- Citizens Securities, Inc.Jun 2022 to Aug 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2019 to Jun 2022
- UnemploymentJul 2019 to Aug 2019
- Wells Fargo Bank, NAFeb 2018 to Jun 2019
- J.P. Morgan Securities LLCMay 2017 to Feb 2018
- JPMorgan Chase Bank, N.A.May 2017 to Feb 2018
- UnemployedFeb 2017 to May 2017
- Nylife Securities LLCSep 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6708570
- Firm CRD
- 79