Emi Lee haryasz
Investment adviser representative at J.P. Morgan Securities LLC
9 yearsExperience
1 stateRegistered 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
9 years in the industry.
- J.P. Morgan Securities LLCMay 2025 to now
- JPMorgan Chase Bank, N.A.May 2025 to now
- LPL Financial LLCMay 2025 to Jun 2025
- Cuso Financial Services, LPJul 2022 to May 2025
- Paper Crane Reiki LLCMay 2020 to May 2026
- Umassfive College Federal Credit UnionNov 2019 to May 2025
- Bossie FamilySep 2018 to Mar 2020
- Portland Summer ScholarsJun 2018 to Aug 2018
- Blueprint Schools NetworkFeb 2018 to Jun 2018
- Bistro 63Jul 2016 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NH).
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
- 7591612
- Firm CRD
- 79