Jason Seeger

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 → 02/2025
  Fidelity Investments
  Boston, MA
• 09/2017 → 05/2021
  Bates College
  Lewiston, ME
• 06/2020 → 09/2020
  Senne Residential Llc
  Cambridge, MA
• 06/2019 → 09/2019
  Okapi Partners Llc
  New York, NY
• 06/2018 → 09/2018
  Senne Residential Llc
  Cambridge, MA
• 06/2017 → 09/2017
  Senne Residential Llc
  Cambridge, MA
• 09/2014 → 06/2017
  Concord Academy
  Concord, MA
• 03/2025 → Present
  J.P. Morgan Securities Llc
  Boston, MA
• 03/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Boston, MA

Previous Registrations

• 2024-10-11 → 2025-03-05
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Boston, MA

Other Businesses

Effective 3/3/2025 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2023-02-06
• S63 Uniform Securities Agent State Law Examination
  2021-10-29

Other Names

• Jason Charles Seeger
• Jason Charles Seeger
• Jason Charles Shaknis Seeger