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Kerolos Yousef

J.P. Morgan Securities LLC

Jersey City, NJ

CRD 6653261

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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
NJ RA APPROVED 2023-11-13
  • NJ RA
    APPROVED
    Since 2023-11-13

Branch Locations

575 Washington Blvd Floor 9 & 10, Jersey City, NJ 07310 • 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 Securities Llc Jersey City NJ 09/2021 Present
Bank Of America Brooklyn NY 01/2019 08/2021
Td Bank Brooklyn NY 04/2017 01/2019
State Farm Insurance Company Brooklyn NY 08/2016 01/2017
Unemployed Brooklyn NY 02/2017 03/2017
  • 09/2021 → Present
    Jpmorgan Securities Llc
    Jersey City, NJ
  • 01/2019 → 08/2021
    Bank Of America
    Brooklyn, NY
  • 04/2017 → 01/2019
    Td Bank
    Brooklyn, NY
  • 08/2016 → 01/2017
    State Farm Insurance Company
    Brooklyn, NY
  • 02/2017 → 03/2017
    Unemployed
    Brooklyn, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-17
  • S66 Uniform Combined State Law Examination
    2023-05-17
Other Names
  • Kerolos Raed Yousef
  • Kerolos Raed Yousef Ghatas Yousef

View on SEC IAPD

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