Elliot Weissman

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

• 07/2023 → Present
  Jpmorgan Chase Bank, Na
  Summit, NJ
• 07/2023 → Present
  Jpmorgan Securities Llc
  Summit, NJ
• 05/2022 → 08/2022
  Ernst And Young
  New York, NY
• 05/2021 → 08/2021
  Stifel Financial Corp
  New York, NY
• 09/2022 → 06/2023
  Unemployed
  New, NY
• 07/2013 → 04/2020
  Unemployed
  New York, NY
• 09/2021 → 04/2022
  Unemployed
  New York, NY
• 05/2020 → 08/2020
  Stifel Finanial Corp
  New York, NY
• 09/2020 → 04/2021
  Unemployed
  New York, NY
• 08/2024 → Present
  Solar Tech Energy Systems, Inc.
  California, CA

Other Businesses

Entity Name: Solar Tech Energy Systems, Inc. Investment related: No Address: 9410 Bond Ave El Cajon, CA 92021 https://solartechonline.com/ Nature of the other business: Solar Installation Services Position/Title/Relationship: Owner/Partner Start Date: 08/12/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: An integrated, full-service solar installation company Specialist in residential, commercial, government, and multi-family projects ? Achieved $42.5 million in net revenue in 2023 I will be a passive investor individually into company, My stepfather was approached of this investment opportunity by SternAegis Ventures (Aegis Capital Corp) who is raising money for this company. SternAegis presented this investment opportunity to my stepfather who then relayed the same information to me.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-16
• S63 Uniform Securities Agent State Law Examination
  2024-03-01