Sean Flaherty
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 LLCFeb 2025 to now
- JPMorgan Chase Bank, N.A.Feb 2025 to now
- Equitable Advisors, LLCAug 2023 to Feb 2025
- Equitable Finl Life Ins Co/equitable AdvisorsAug 2023 to Feb 2025
- Powerhouse Gym/dj Gym Nanuet LLCJun 2023 to Feb 2024
- Hofstra UniversitySep 2022 to Jul 2023
- Next Level BaseballAug 2022 to Aug 2022
- French CaliforniaJun 2021 to Aug 2022
- UnemployedAug 2020 to May 2021
- Fedex GroundApr 2020 to Jul 2020
- UnemployedJan 2020 to Mar 2020
- Hofstra UniversitySep 2019 to Dec 2019
- UnemployedFeb 2015 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7790716
- Firm CRD
- 79