Harrison Spellman
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Harrison Spellman? 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 LLCSep 2024 to now
- JPMorgan Chase Bank, N.A.Sep 2024 to now
- Charles Schwab & Co., Inc.Jun 2022 to Sep 2024
- UnemployedMay 2022 to May 2022
- Dhi MortgageJun 2021 to Apr 2022
- University of West FloridaAug 2020 to May 2021
- University of West FloridaAug 2019 to Jul 2020
- UnemployedJun 2019 to Jul 2019
- University of Central FloridaAug 2016 to May 2019
- Palm Beach Skate Zone 2012 LLCMar 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7540517
- Firm CRD
- 79