Yaakov Geller
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 LLCDec 2022 to now
- JPMorgan Chase Bank, N.A.Dec 2022 to now
- Equitable Advisors, LLCOct 2020 to Dec 2022
- Temple Beth El of Northern WestchesterSep 2020 to Jun 2021
- My Jewish LearningAug 2020 to Jun 2021
- UnemployedApr 2020 to Jul 2020
- Scs Pooled Trust/ltc ConsultingJun 2019 to Mar 2020
- Onward IsrealJan 2017 to Jul 2019
- Drew UniversityAug 2016 to May 2017
- Ym & Ywha of Washington Heights & InwoodJul 2015 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7291311
- Firm CRD
- 79