Imad Afiouni

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

• 10/2012 → Present
  J.P. Morgan Securities Llc
  Newtown, CT
• 08/2021 → 03/2025
  Epic Homes Llc
  Preston, CT
• 10/2012 → Present
  Jpmorgan Chase Bank, N.A.
  Newtown, CT

Previous Registrations

• 2012-02-23 → 2012-10-01
  Chase Investment Services Corp.
  Newtown, CT
  Danbury, CT
  Newtown, CT
  Danbury, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-02-21
• S63 Uniform Securities Agent State Law Examination
  2012-01-30

Other Names

• Imad S Afiouni
• Imad Salem Afiouni