Elie Bou Samra

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

• 11/2015 → 11/2025
  Wells Fargo Bank Na
  Mill Valley, CA
• 04/2019 → 11/2025
  Wells Fargo Clearing Services Llc
  Mill Valley, CA
• 11/2025 → Present
  J.P. Morgan Securities Llc
  San Francisco, CA
• 11/2025 → Present
  Jpmorgan Chase Bank, N.A.
  San Francisco, CA

Previous Registrations

• 2025-05-01 → 2025-10-27
  Wells Fargo Clearing Services, Llc
  Mill Valley, CA
  Corte Madera, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA

Other Businesses

Effective 11/17/2025 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-01
• S63 Uniform Securities Agent State Law Examination
  2019-09-17

Other Names

• Elie Bousamra