Sofia Yasmeen Kandoussi

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
  San Francisco, CA
• 07/2023 → Present
  Jpmorgan Securities Llc
  San Francisco, CA
• 09/2021 → 03/2023
  Drexel University Kline School Of Law
  Philadelphia, PA
• 06/2022 → 08/2022
  Jpmorgan Chase & Co
  Newark, DE
• 04/2023 → 06/2023
  Unemployed
  Philadelphia, PA
• 03/2021 → 09/2021
  Penn Mutual Life Insurance
  Horsham, PA
• 06/2019 → 09/2019
  Germantown Cricket Club
  Philadelphia, PA
• 06/2018 → 09/2018
  Radnor Valley Country Club
  Radnor, PA
• 06/2017 → 08/2017
  Germantown Cricket Club
  Philadelphia, PA
• 09/2018 → 03/2023
  Drexel University
  Philadelphia, PA
• 07/2013 → 05/2017
  Unemployed
  Philadelphia, PA
• 09/2017 → 05/2018
  Unemployed
  Philadelphia, PA

Exams

• S66 Uniform Combined State Law Examination
  2023-09-25