Samuel Franchi

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 → 07/2023
  Jpmorgan Chase Bank, N.A.
  Newark, DE
• 08/2021 → 07/2023
  J.P. Morgan Securities Llc
  Newark, DE
• 11/2020 → 08/2021
  Amazon Inc
  West Deptford, NJ
• 03/2021 → 09/2021
  Curated.cOm
  San Francisco, CA
• 08/2018 → 12/2020
  The Walt Disney Company
  Lake Buena Vista, FL
• 10/2015 → 05/2018
  Montclair State University
  Montclair, NJ
• 08/2017 → 01/2018
  The Walt Disney Company
  Lake Buena Vista, FL
• 06/2017 → 08/2017
  Pitman Board Of Education
  Pitman, NJ
• 09/2014 → 05/2018
  Montclair State University
  Montclair, NJ
• 06/2018 → 09/2018
  Williamstown Buy Rite Llc
  Williamstown, NJ
• 02/2017 → 06/2017
  Grafton Inns Llc
  Montclair, NJ
• 03/2021 → 03/2022
  Curated.cOm
  San Francisco, CA
• 08/2021 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 07/2023 → Present
  J.P. Morgan Securities Llc
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-03
• S63 Uniform Securities Agent State Law Examination
  2022-01-21

Other Names

• Samuel J. Franchi
• Samuel Joseph Franchi