Sara Sarwat casanova
Investment adviser representative at J.P. Morgan Securities LLC
13 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Sara Sarwat casanova? Claim your profile
Contact this firm
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 LLCAug 2024 to now
- JP Morgan Chase Bank, N.A.Aug 2024 to now
- Equitable Advisors, LLCSep 2023 to Jul 2024
- UnemployedJun 2023 to Aug 2023
- Universal OrlandoJun 2022 to Aug 2022
- TeemcorpMay 2021 to Jun 2021
- Rollins CollegeSep 2019 to May 2023
- UnemployedJul 2019 to Aug 2019
- Eureda SlMay 2018 to Sep 2018
- Colegio BrainsSep 2013 to Jun 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
- 7805879
- Firm CRD
- 79