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Ezra S. Ladenheim

Investment adviser representative at J.P. Morgan Securities LLC
12 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

12 years in the industry.

  1. J.P. Morgan Securities LLCSep 2024 to now
  2. JPMorgan Chase Bank, N.A.Sep 2024 to now
  3. Bank of America/merrill LynchJul 2022 to Sep 2024
  4. UnemployedJun 2022 to Jun 2022
  5. Three CommasAug 2021 to Dec 2021
  6. Philly Marketing GroupMay 2020 to Aug 2020
  7. Miami Hebert Business School - It Service DeskMar 2019 to Nov 2019
  8. University of MiamiAug 2018 to May 2022
  9. Iron Hill Brewery & RestaurantJun 2017 to Aug 2018
  10. UnemployedSep 2014 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2022

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
7593706
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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