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Michael Feldman

J.P. Morgan Securities LLC

Garden City, NY

CRD 5384608

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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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-06-02
TX RA APPROVED 2025-06-02
  • NY RA
    APPROVED
    Since 2025-06-02
  • TX RA
    APPROVED
    Since 2025-06-02

Branch Locations

1001 Franklin Ave, Garden City, NY 11530 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank, N.A. Garden City NY 03/2020 Present
J.P. Morgan Securities Llc Garden City NY 03/2020 Present
Unemployed Jerusalem 09/2013 05/2019
Unemployed Lawrence NY 06/2019 03/2020
  • 03/2020 → Present
    Jpmorgan Chase Bank, N.A.
    Garden City, NY
  • 03/2020 → Present
    Garden City, NY
  • 09/2013 → 05/2019
    Unemployed
    Jerusalem
  • 06/2019 → 03/2020
    Unemployed
    Lawrence, NY
Previous Registrations
  • 2008-10-01 → 2010-08-30
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Winnetka, IL
  • 2007-11-13 → 2008-10-01
    J.P. Morgan Securities Inc.
    Chicago, IL
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-18
S63 Uniform Securities Agent State Law Examination 2020-09-02
S66 Uniform Combined State Law Examination 2007-11-12
  • S65 Uniform Investment Adviser Law Examination
    2024-12-18
  • S63 Uniform Securities Agent State Law Examination
    2020-09-02
  • S66 Uniform Combined State Law Examination
    2007-11-12
Other Names
  • Michael Feldman
  • Michael Hillel Feldman

View on SEC IAPD

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