Sean P. Henry
Investment adviser representative at J.P. Morgan Securities LLC
11 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
11 years in the industry.
- J.P. Morgan Securities LLCJun 2024 to now
- JPMorgan Chase Bank, N.A.Jun 2024 to now
- Bank of America, N.A.Sep 2023 to Jun 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2023 to Jun 2024
- UnemployedJul 2023 to Sep 2023
- E*trade Securities LLCSep 2020 to Jul 2023
- Harrisdirect LLCSep 2020 to Jul 2023
- Morgan StanleySep 2020 to Jul 2023
- UnemployedMay 2020 to Aug 2020
- Northwestern MutualMay 2018 to Apr 2020
- Northwestern Mutual Investment Services, LLCMay 2018 to Apr 2020
- Beacon Tree CapitalSep 2017 to Dec 2017
- Suffolk University BostonSep 2015 to May 2019
- Colony Grill RestaurantApr 2015 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NH, 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
- 6950227
- Firm CRD
- 79