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Saba Addison Solomon

Investment adviser representative at J.P. Morgan Securities LLC
15 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

15 years in the industry.

  1. J.P. Morgan Securities LLCAug 2024 to now
  2. JPMorgan Chase Bank, N.A.Aug 2024 to now
  3. UnemployedJul 2024 to Jul 2024
  4. UBS Financial ServicesMay 2023 to Jun 2024
  5. First Republic BankMay 2018 to May 2023
  6. Wells FargoNov 2011 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (CA).

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
7748098
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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