Sam Justin Botwinick
Investment adviser representative at J.P. Morgan Securities LLC
14 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Sam Justin Botwinick? 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
14 years in the industry.
- J.P. Morgan Securities LLCOct 2022 to now
- JPMorgan Chase Bank NAJul 2022 to now
- JPMorgan Securities LLCJul 2022 to now
- UnemployedSep 2021 to Jun 2022
- MedxcelMay 2021 to Aug 2021
- UnemployedOct 2020 to Apr 2021
- Northeast Private Client GroupJul 2020 to Sep 2020
- UnemployedAug 2019 to Jun 2020
- Emf Gourmet Italian MarketJun 2019 to Jul 2019
- UnemployedSep 2017 to May 2019
- Multi Sport Pro Day CampJun 2017 to Aug 2017
- UnemployedJul 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7594545
- Firm CRD
- 79