Sharbel Chris Chartouni

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

• 08/2021 → 07/2022
  Charles Schwab & Co., Inc.
  Austin, TX
• 02/2021 → 08/2021
  Verizon
  Austin, TX
• 09/2020 → 02/2021
  Snap Kitchen
  Austin, TX
• 11/2017 → 05/2019
  Chuys
  San Marcos, TX
• 06/2019 → 03/2020
  Ra Sushi Bar
  Austin, TX
• 04/2016 → 03/2017
  Pluckers
  Austin, TX
• 05/2017 → 08/2017
  Hula Hut
  Austin, TX
• 07/2022 → Present
  J.P. Morgan Securities Llc
  Austin, TX
• 07/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Austin, TX
• 01/2017 → 05/2021
  Texas State University - San Marcos
  San Marcos, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-12-23
• S63 Uniform Securities Agent State Law Examination
  2022-10-21

Other Names

• Sharbel Chartouni
• Shane Chartouni