Tamer Luzi
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 LLCApr 2026 to now
- JPMorgan Chase Bank, N.A.Apr 2026 to now
- ProtivitiAug 2025 to Apr 2026
- UnemployedDec 2024 to Jul 2025
- The Hanover InnSep 2024 to Nov 2024
- ProtivitiJun 2024 to Aug 2024
- AlphasightsJun 2023 to Aug 2023
- Paradis Sport LLCMar 2022 to Sep 2022
- The Homestead Bar and KitchenDec 2020 to Dec 2021
- Dartmouth CollegeSep 2020 to Nov 2024
- Chatham Sports CampsJul 2019 to Jun 2022
- UnemployedOct 2017 to Jun 2019
- Donuts PlusAug 2017 to Sep 2017
- UnemployedApr 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7952525
- Firm CRD
- 79