Abraham David Goldstein

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

• 09/2008 → Present
  Jpmorgan Chase Bank, N.A.
  Brooklyn, NY
• 10/2012 → Present
  J.P. Morgan Securities Llc
  Brooklyn, NY

Previous Registrations

• 2008-10-17 → 2012-10-01
  Chase Investment Services Corp.
  Brooklyn, NY
  New York, NY
• 2007-08-17 → 2008-07-28
  Wells Fargo Clearing Services, Llc
  White Plains, NY
  New York, NY
  White Plains, NY
• 2005-11-14 → 2006-06-08
  Morgan Stanley Dw Inc.
  Aventura, FL
  Aventura, FL

Other Businesses

Entity Name: MetaAccess Capital Investment related: N Address: N/A Nature of the other business: Investment Platform Position/Title/Relationship: Employee/ Contractor Start Date: 01/18/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: "MetaAccess Capital" is using the "Glassboard by Assure" platform to create an entity called "Fund 009 a series of Assure Labs GB 2022, LLC" to invest in "Upland" Entity Name: The Woods at Camp Creek MT LLC Investment related: Y "Address: Lakewood NJ 08701 Nature of the other business: Real Estate Position/Title/Relationship: Investor Start Date: 04/26/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 10 Briefly describe your duties: None - I have no responsibilities. I am a small investor in a real estate deal and my role is not similar to my role at JPMC

Exams

• S66 Uniform Combined State Law Examination
  2005-11-10

Other Names

• David Goldstein
• Abraham David Goldstein
• David Abraham Goldstein
• Avi Goldstein
• Abraham D Goldstein