Ariel Samuel Shaltiel

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

• 01/2009 → Present
  Jp Morgan Chase Bank Na
  New York, NY
• 02/2023 → Present
  Jpmorgan Securities, Llc
  New York, NY
• 07/2025 → Present
  2068 4B Llc
  Brooklyn, NY

Other Businesses

Entity Name: 2068 4b llc Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 07/15/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: i am renting my condo 3741 Sol LLC . a real estate holding company. it is not investment related. 3741 sw 1st street, fort Lauderdale Florida. member/100% owner. 05/2020. 5 hours a month. 0 hours during trading hours. My duties are to discuss with my property management team the objectives of the property.

Exams

• S66 Uniform Combined State Law Examination
  2023-03-30
• S63 Uniform Securities Agent State Law Examination
  2009-02-27

Other Names

• Ariel S Shaltiel