Sam Chouli
Investment adviser representative at J.P. Morgan Securities LLC
9 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
9 years in the industry.
- J.P. Morgan Securities LLCDec 2024 to now
- JPMorgan Chase Bank, N.A.Dec 2024 to now
- LPL Enterprise, LLCNov 2024 to Dec 2024
- The Prudential Insurance Company of AmericaAug 2024 to Dec 2024
- Pruco Securities, LLC.Jul 2024 to Nov 2024
- Equitable Advisors, LLCMay 2024 to Jul 2024
- Equitable Financial Life Insurance Co.May 2024 to Jul 2024
- UnemployedMar 2024 to Apr 2024
- Edward JonesAug 2023 to Feb 2024
- UnemployedFeb 2023 to Jul 2023
- FeedzaiSep 2021 to Jan 2023
- BechtelApr 2021 to Sep 2021
- UnemployedJul 2020 to Mar 2021
- KinestralMay 2019 to Jun 2020
- UnemployedApr 2019 to Apr 2019
- Dimension DataAug 2015 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7765827
- Firm CRD
- 79