Henry Bryant Ferris

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

• 06/2020 → 10/2021
  Jpmorgan Distribution Services, Inc.
  Columbus, OH
• 01/2016 → 06/2020
  Shine On Car Wash
  Ozone Park, NY
• 05/2019 → 08/2019
  National Corporate Housing
  Quincy, MA
• 05/2018 → 08/2018
  Karp Associates
  New Canaan, CT
• 05/2017 → 08/2017
  Karp Associates
  New Canaan, CT
• 10/2021 → 04/2023
  Jpmorgan Chase Bank, Na
  Columbus, OH
• 04/2023 → Present
  Jpmorgan Securities Llc
  Greenwich, CT
• 09/2017 → 05/2020
  Boston University
  Boston, MA
• 04/2023 → Present
  Jpmorgan Chase Bank, Na
  Greenwich, CT

Exams

• S66 Uniform Combined State Law Examination
  2023-05-15
• S63 Uniform Securities Agent State Law Examination
  2020-07-25

Other Names

• Henry Ferris
• Hank Ferris