Jeremy Dahl

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

• 10/2024 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 10/2024 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 06/2021 → 10/2024
  The Cabana
  Long Beach, NY
• 06/2023 → 08/2023
  Victory Capital Management
  New York, NY
• 09/2019 → 08/2020
  Fatt Root| Busser
  Pleasantville, NY
• 07/2019 → 08/2019
  Long Beach Recreation Department
  Lido Beach, NY
• 07/2017 → 08/2018
  Pie Craft
  Island Park, NY
• 10/2014 → 06/2017
  Unemployed
  Pleasantville, NY
• 09/2018 → 06/2019
  Unemployed
  Pleasantville, NY
• 09/2020 → 05/2021
  Unemployed
  Pleasantville, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-04-22
• S63 Uniform Securities Agent State Law Examination
  2025-01-09