Emad Hasan

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

• 10/2009 → Present
  Jp Morgan Chase Bank Na
  Houston, TX
• 10/2012 → Present
  J.P. Morgan Securities Llc
  Houston, TX
• 10/2018 → Present
  Sjd Partners, Llc.
  Cypress, TX

Previous Registrations

• 2011-12-02 → 2012-10-01
  Chase Investment Services Corp.
  Houston, TX
  Houston, TX
  Houston, TX

Other Businesses

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: SJD PARTNERS, LLC. POSITION: PARTIAL OWNER 33.33% START DATE: 10/18/2018 ADDRESS: 16506 Cypress, TX DETAILS: MANAGING MEMBER OF LLC, WITH RESPONSIBILITIES HANDLING BUSINESS STRATEGY AND OPERATIONS INCLUDING DESIGNING NEW PRODUCTS AND SOLUTIONS FOR CUSTOMERS. CUSTOMERS INCLUDE GENERAL PUBLIC AND BUSINESSES. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 15 HOURS DURING TRADING: 0

Exams

• S66 Uniform Combined State Law Examination
  2011-11-30
• S63 Uniform Securities Agent State Law Examination
  2009-11-30