Sarah Hatch
Investment adviser representative at J.P. Morgan Securities LLC
13 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
13 years in the industry.
- J.P. Morgan Securities LLCApr 2023 to now
- JPMorgan Chase Bank, NAJan 2023 to now
- JPMorgan Securities LLCJan 2023 to now
- Brigham Young UniversityJan 2021 to Dec 2022
- UnemployedDec 2020 to Dec 2020
- Church of Jesus Christ of Latter Day SaintsSep 2020 to Nov 2020
- UnemployedNov 2019 to Aug 2020
- Church of Jesus Christ of Latter Day SaintsJun 2019 to Oct 2019
- UnemployedApr 2019 to May 2019
- Church of Jesus Christ of Latter Day SaintsAug 2017 to Mar 2019
- UnemployedJan 2013 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7693961
- Firm CRD
- 79