Samuel Morris

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

• 07/2021 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 07/2021 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 06/2020 → 08/2020
  Jpmorgan
  New York, NY
• 05/2019 → 06/2019
  Bunker Labs
  Nashville, TN
• 05/2019 → 06/2019
  The Kf Group
  Nashville, TN
• 05/2019 → 06/2019
  Pemrose
  Nashville, TN
• 05/2018 → 08/2018
  Menud
  Nashville, TN
• 06/2017 → 08/2017
  Parking Management Company
  Nashville, TN
• 08/2017 → 05/2021
  Clemson University
  Clemson, SC
• 06/2011 → 05/2017
  Unemployed
  Nashville, TN
• 06/2021 → 06/2021
  Unemployed
  Nashville, TN

Exams

• S66 Uniform Combined State Law Examination
  2021-11-23

Other Names

• Samuel Joseph Morris