Alex J. Bahary

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:

Current Employers

J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-09-10
CT	RA	APPROVED	2024-09-09

TX RA
APPROVED_RES

Since 2024-09-10
CT RA
APPROVED

Since 2024-09-09

Branch Locations

100 W Putnam Ave Floor 04, Greenwich, CT 06830 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Jpmorgan Chase Bank, N.A.	Greenwich	CT	07/2014	Present
J.P. Morgan Securities Llc	Greenwich	CT	09/2024	Present

07/2014 → Present

Jpmorgan Chase Bank, N.A.

Greenwich, CT
09/2024 → Present

J.P. Morgan Securities Llc

Greenwich, CT

Other Businesses

Entity Name: The Jewish Community Foundation Investment related: Yes "Address: 4200 Park Avenue, Ste. 300 Bridgeport, Connecticut 06604" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 01/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Community endowment fund - I serve on the investment committee.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-08-28

S66 Uniform Combined State Law Examination

2024-08-28

Other Names

Alex Bahary
Alex J Bahary

View on SEC IAPD