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Valerie Benmoussa

J.P. Morgan Securities LLC

Staten Island, NY

CRD 7249690

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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
FL RA APPROVED 2024-11-06
NJ RA APPROVED 2024-11-06
PA RA APPROVED 2024-11-05
GA RA APPROVED 2024-09-05
CT RA APPROVED 2024-09-04
NY RA APPROVED 2024-05-08
TX RA APPROVED 2024-05-08
  • FL RA
    APPROVED
    Since 2024-11-06
  • NJ RA
    APPROVED
    Since 2024-11-06
  • PA RA
    APPROVED
    Since 2024-11-05
  • GA RA
    APPROVED
    Since 2024-09-05
  • CT RA
    APPROVED
    Since 2024-09-04
  • NY RA
    APPROVED
    Since 2024-05-08
  • TX RA
    APPROVED
    Since 2024-05-08

Branch Locations

754 Manor Rd, Staten Island, NY 10314 • 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
Hsbc Securities (Usa) Inc. Brooklyn NY 04/2022 05/2024
Hsbc Bank Usa, N.A. Brooklyn NY 12/2013 05/2024
J.P. Morgan Securities Llc Staten Island NY 05/2024 Present
Jpmorgan Chase Bank, N.A. Staten Island NY 05/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-13
S63 Uniform Securities Agent State Law Examination 2022-08-13
  • S66 Uniform Combined State Law Examination
    2023-07-13
  • S63 Uniform Securities Agent State Law Examination
    2022-08-13
Other Names
  • Valerie Finan
  • Valerie Ben-Moussa

View on SEC IAPD

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