Aamir Mansoor Hasanali

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

• 08/2020 → Present
  Jpmorgan Chase Bank Na
  Houston, TX
• 08/2020 → Present
  Jpmorgan Securities Llc
  Houston, TX
• 03/2017 → 08/2018
  Mercer
  Chicago, IL
• 07/2014 → 03/2017
  Mercer
  Chicago, IL
• 08/2018 → 05/2020
  Rice University
  Houston, TX
• 06/2020 → 07/2020
  Unemployed
  Houston, TX
• 06/2019 → 08/2019
  Jpmorgan
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-01
• S63 Uniform Securities Agent State Law Examination
  2020-09-21

Other Names

• Aamir M Hasanali