Mohammad Sarhan

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → 02/2023
  Wall & William Llc
  Albertson, NY
• 09/2014 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 10/2012 → 04/2025
  City University Of New York - Baruch College
  New York, NY
• 09/2014 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY

Other Businesses

Entity Name: NEW YORK UNIVERSITY Investment related: No "Address: 7 E 12th St, New York, NY 10003 NYU.EDU" Nature of the other business: Educational Position/Title/Relationship: Employee/Contractor Start Date: 08/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Adjunct Faculty in School of Professional Studies, MS in Financial Planning Entity Name: Get In Guru LLC Investment related: No Address: Roslyn New York 11576 getinguru.com Nature of the other business: Educational Guidance Position/Title/Relationship: Owner/Partner Start Date: 12/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Get In Guru specializes in guiding students through the complex college application process using state-of-the-art AI technology. Our primary service is focused on a comprehensive review of the Common Application, a critical step in the journey to higher education. ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 4/1/2011 ADDRESS: 474 Long Island City, NY DETAILS: 474 LONG ISLAND CITY, NY. INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 1 HOURS DURING TRADING: 1

Exams

• S66 Uniform Combined State Law Examination
  2014-10-16
• S63 Uniform Securities Agent State Law Examination
  2004-04-22

Designations

• Certified Financial Planner

Other Names

• Mo Omar Sarhan
• Mo Sarhan
• Jay Sarhan
• Mohammad Omar Sarhan