Yasir Gardner - sizer
Investment adviser representative at J.P. Morgan Securities LLC
10 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
10 years in the industry.
- J.P. Morgan Securities LLCJul 2026 to now
- JPMorgan Chase Bank, N.A.Jul 2026 to now
- Ccres, Educational & Behavioral Health ServicesJan 2026 to Jun 2026
- UnemployedOct 2025 to Dec 2025
- Hartford FundsMay 2025 to Aug 2025
- Under ArmourNov 2024 to Jan 2025
- Valley Forge Financial GroupMay 2024 to Aug 2024
- Bucknell UniversityJan 2024 to Sep 2025
- Tory BurchNov 2023 to Dec 2023
- UnemployedOct 2023 to Oct 2023
- Barnes & Noble Education, IncAug 2023 to Sep 2023
- UnemployedJul 2020 to Jul 2023
- Mcdonald'sOct 2019 to Jun 2020
- UnemployedJul 2016 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7952336
- Firm CRD
- 79