Jacob Sandmann
Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Jacob Sandmann? 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
11 years in the industry.
- J.P. Morgan Securities LLCNov 2025 to now
- J.P. Morgan Chase Bank N.A.May 2024 to now
- J.P. Morgan Chase Securities LLCMay 2024 to now
- Sandmann Vintage LLCAug 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2022 to May 2024
- Bank of America N.A.Feb 2021 to May 2024
- UnemployedMar 2020 to Feb 2021
- BocaDec 2019 to Mar 2020
- Via ViteMar 2015 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7595331
- Firm CRD
- 79