Julian Meir Dahan

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

• 01/2023 → Present
  Jpmorgan Chase Bank Na
  San Diego, CA
• 06/2022 → 08/2022
  Jpmorgan Chase Bank Na
  San Diego, CA
• 11/2021 → 03/2022
  Royal Bank Of Canada Us Weath Management
  San Francisco, CA
• 05/2020 → 08/2020
  Compass Commercial
  San Francisco, CA
• 05/2019 → 08/2019
  Docusign
  San Francisco, CA
• 09/2021 → 10/2021
  Royal Bank Of Canada Us Weath Management
  San Francisco, CA
• 01/2013 → 12/2018
  Unemployed
  San Francisco, CA
• 01/2019 → 12/2022
  University Of Southern California
  Los Angeles, CA
• 01/2023 → Present
  Jpmorgan Securities Llc
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-04-14