Samuel Drever

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

• 06/2018 → 10/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 08/2016 → 05/2017
  Southern Illinois University
  Carbondale, IL
• 08/2017 → 05/2018
  Southern Illinois University
  Carbondale, IL
• 08/2016 → 06/2018
  Siu Athletics
  Carbondable, IL
• 06/2017 → 08/2017
  Northwestern Medicine
  Chicago, IL
• 05/2018 → 06/2018
  Unemployed
  Forest Park, IL
• 05/2017 → 06/2017
  Unemployed
  Forest Park, IL
• 12/2017 → 01/2018
  Northwestern Medicine
  Chicago, IL
• 06/2018 → 10/2019
  Bank Of America, N.A.
  Chicago, IL
• 10/2019 → 09/2023
  First Republic Securities Company, Llc
  Palm Beach, FL
• 10/2019 → Present
  First Republic Investment Management, Inc.
  Palm Beach, FL
• 09/2023 → Present
  J.P. Morgan Securities Llc
  Palm Beach, FL

Previous Registrations

• 2019-10-04 → 2025-03-20
  J.P. Morgan Private Wealth Advisors Llc
  Jupiter, FL
  Palm Beach, FL
  Chicago, IL
• 2018-09-25 → 2019-10-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
  Chicago, IL
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2018-09-24

Other Names

• Samuel Peter Gow Drever
• Samuel Drever