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Adam Osman

J.P. Morgan Securities LLC

New York, NY

CRD 8176066

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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

AuthorityCategoryStatusDate
NY RA APPROVED 2026-01-16
TX RA APPROVED 2026-01-16
  • NY RA
    APPROVED
    Since 2026-01-16
  • TX RA
    APPROVED
    Since 2026-01-16

Branch Locations

270 Park Avenue, Floor 25 & 43, New York, NY 10017 • 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
OrganizationCityStateFromTo
J.P. Morgan Securities Llc New York NY 10/2025 Present
Jpmorgan Chase Bank, N.A. New York NY 10/2025 Present
Jpmorgan Chase Bank, N.A. London 11/2022 09/2025
Jpmorgan Chase Bank, N.A. London 06/2021 10/2022
Jpmorgan Chase Bank, N.A. London 04/2019 05/2021
Touchstone Advisory Group Nassau 05/2017 03/2019
Devere Bahamas Nassau 03/2016 05/2017
  • 10/2025 → Present
    J.P. Morgan Securities Llc
    New York, NY
  • 10/2025 → Present
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 11/2022 → 09/2025
    Jpmorgan Chase Bank, N.A.
    London
  • 06/2021 → 10/2022
    Jpmorgan Chase Bank, N.A.
    London
  • 04/2019 → 05/2021
    Jpmorgan Chase Bank, N.A.
    London
  • 05/2017 → 03/2019
    Touchstone Advisory Group
    Nassau
  • 03/2016 → 05/2017
    Devere Bahamas
    Nassau
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-11
  • S66 Uniform Combined State Law Examination
    2025-11-11

View on SEC IAPD

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