Tashi 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

• 05/2010 → 05/2024
  Jpmorgan Chase Bank Na
  New York, NY
• 03/2016 → 09/2020
  Jpmorgan Securities Llc
  New York, NY
• 05/2024 → Present
  Jpmorgan Chase Bank, Na
  Ne York, NY
• 05/2024 → Present
  Jpmorgan Securities Llc
  New York, NY

Other Businesses

Entity Name: Culture For One Investment related: No "Address: 380 Lexington Ave, Suite 434 New York, NY 10168" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 07/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: They provide access to the arts for NYC children in foster care. By cultivating creativity through impactful programs, they empower children in foster care to build resilience, forge meaningful connections, and envision brighter futures. I serve as a non-officer board member of Culture For One, where I sit on the Finance Committee and lead efforts to raise the organization's profile." Entity Name: Not an entity Investment related: Yes Address: 4-74 Long Island City, NY Nature of the other business: Rental Position/Title/Relationship: Other Start Date: 15-Sep-2017 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am the landlord

Exams

• S66 Uniform Combined State Law Examination
  2025-07-16
• S63 Uniform Securities Agent State Law Examination
  2016-09-29

Other Names

• Tashi Sharma