Mason O'HAra

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

• 07/2025 → Present
  J.P. Morgan Securities Llc
  Plano, TX
• 11/2023 → 07/2025
  University Of Iowa
  Iowa City, IA
• 05/2024 → 07/2024
  Jpmorgan Chase & Co
  San Antonio, TX
• 05/2022 → 01/2023
  Gemini, Inc.
  Decorah, IA
• 05/2023 → 08/2023
  Central State Bank
  Coralville, IA
• 04/2021 → 05/2022
  Fareway Stores, Inc.
  Decorah, IA
• 11/2020 → 07/2021
  Hibbett Sporting Goods Inc
  Decorah, IA
• 08/2015 → 11/2020
  Unemployed
  Decorah, IA
• 02/2023 → 05/2023
  Unemployed
  Iowa City, IA
• 09/2023 → 11/2023
  Unemployed
  Iowa City, IA
• 05/2025 → 07/2025
  Finkbine Golf Course
  Iowa City, IA

Exams

• S66 Uniform Combined State Law Examination
  2025-10-01

Other Names

• Mason M O'HAra
• Mason O'HAra
• Mason Michael O'HAra