Morris D Bossen

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

• 07/2012 → Present
  Jpmorgan Securites Llc
  Chicago, IL
• 07/2012 → Present
  Jpmorgan Chase Bank Na
  Chicago, IL

Other Businesses

Entity Name: Uniting Voices Chicago Investment related: Yes "Address: 78. E. Washington, #5, Chicago, IL 60602 https://www.unitingvoiceschicago.org/" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 02/16/2023 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Nonprofit that provides singing education for Chicago Youth. I was partnered with Uniting Voices through Kellogg Board Fellows Program (business school). I have no fiduciary duty or voting rights as part of the program. I do participate in the investment committee. No JPMC ties.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-11
• S63 Uniform Securities Agent State Law Examination
  2012-09-20

Other Names

• Morris Bossen
• Morris David Bossen