Alisa Yuri Abrams

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

• 01/2015 → 06/2016
  The Crossings At Carlsbad
  Carlsbad, CA
• 04/2014 → 08/2025
  Self Employed
  Solana Beach, CA
• 01/2019 → 02/2019
  Kestra Financial Services, Inc
  Carlsbad, CA
• 04/2019 → 04/2022
  Morgan Stanley
  La Jolla, CA
• 04/2022 → Present
  J.P. Morgan Securities, Llc
  Palm Beach Gardens, FL
• 04/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Palm Beach Gardens, FL
• 04/2018 → 02/2019
  Stone Beacon Capital
  Carlsbad, CA
• 02/2019 → 04/2019
  Unemployed
  San Diego, CA

Previous Registrations

• 2019-05-14 → 2022-05-13
  Morgan Stanley
  Rancho Sante Fe, CA
  La Jolla, CA

Exams

• S66 Uniform Combined State Law Examination
  2019-03-12

Other Names

• Alisa Diomin
• Alisa Y Diomin