Samer Jawhari
Investment adviser representative at J.P. Morgan Securities LLC
15 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Samer Jawhari? 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
15 years in the industry.
- Ssj Brian Head Holdings, LLCSep 2025 to now
- Ssj Tulum LLCMay 2025 to now
- Ssj Automotive LLCApr 2024 to now
- J.P. Morgan Securities LLCApr 2021 to now
- JPMorgan Chase Bank, N.A.Apr 2021 to now
- Lighthouse CharitiesJul 2022 to Jan 2023
- BNY MellonJun 2018 to Mar 2021
- Wells FargoAug 2011 to Jun 2018
Exams passed
- 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
- 7360504
- Firm CRD
- 79