Safa Saeed

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

• 06/2021 → Present
  Jpmorgan Chase Bank, N.A.
  Chicago, IL
• 06/2021 → Present
  J.P. Morgan Securities Llc
  Chicago, IL
• 08/2020 → 04/2021
  University Of Wisconsin
  Madison, WI
• 06/2020 → 08/2020
  Wells Fargo Bank, N.A.
  Minneapolis, MN
• 06/2018 → 07/2018
  Lands End
  Madison, WI
• 08/2017 → 05/2018
  Unemployed
  Middleton, WI
• 08/2018 → 05/2020
  Unemployed
  Middleton, WI
• 08/2013 → 08/2017
  Unemployed
  Tacoma, WA
• 05/2021 → 05/2021
  Unemployed
  Middleton, WI

Exams

• S66 Uniform Combined State Law Examination
  2023-05-23
• S63 Uniform Securities Agent State Law Examination
  2021-09-29