Samuel Moore
Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- J.P. Morgan Securities LLCJul 2025 to now
- JPMorgan Chase Bank, N.A.Jul 2025 to now
- Nylife Securities LLCJan 2024 to Jul 2025
- New York Life Insurance CompanyJul 2023 to Jul 2025
- Christina's LLCMar 2023 to May 2023
- Ganlaon CorpMar 2023 to May 2023
- Trinity Hospitality Group LLCMar 2023 to May 2023
- Vector MarketingDec 2022 to Apr 2023
- Jimmy JohnsSep 2022 to May 2023
- Wildcat Investments LLCSep 2022 to May 2023
- Black Phoenix ApparelOct 2020 to Jul 2023
- Anaheim White HouseMay 2020 to Jan 2023
- Auburn UniversityAug 2019 to May 2023
- Sepulveda Development CompanyMay 2019 to Aug 2019
- UnemployedJan 2019 to Apr 2019
- Mastroianni Family Enterprises LtdSep 2018 to Dec 2018
- UnemployedJul 2015 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7770072
- Firm CRD
- 79