Samantha Crouse Philip

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

• 01/2015 → Present
  J.P. Morgan Securities Llc
  Windmere, FL

Previous Registrations

• 2012-06-22 → 2012-10-01
  Chase Investment Services Corp.
  Riverview, FL
  Zephyrhills, FL
  Brandon, FL
  Valrico, FL
  Valrico, FL
  Orlando, FL
  Winter Park, FL
  Casselberry, FL
  Valrico, FL
  Brandon, FL
  Brandon, FL
  Valrico, FL
  Riverview, FL
  Indianapolis, IN
  Indianapolis, IN
  Orlando, FL

Exams

• S66 Uniform Combined State Law Examination
  2012-06-14
• S63 Uniform Securities Agent State Law Examination
  2008-02-29

Other Names

• Samantha Crouse
• Samantha Kennington
• Samantha Jo Crouse