Helen Elizabeth Simpson Harid

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

• 10/2019 → 11/2019
  Jpmorgan Chase Bank Na
  London
• 10/2019 → 11/2019
  Jpmorgan Securities Llc
  London
• 09/2017 → 10/2019
  Jpmorgan Bank Luxembourg S.A.
  London
• 08/2010 → 09/2017
  Citibank N.A.
  London
• 12/2019 → Present
  Jpmorgan Chase Bank Na
  New York, NY
• 12/2019 → Present
  Jpmorgan Securities Llc
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-30
• S63 Uniform Securities Agent State Law Examination
  2020-01-13

Other Names

• Helen Elizabeth Simpson
• Helen E Schmitt
• Helen Elizabeth Schmitt
• Helen Elizabeth Schmitt