Douglas M. Hanna

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

• 09/2025 → Present
  J.P. Morgan Securities Llc
  Long Beach, CA
• 09/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Long Beach, CA
• 01/2020 → 09/2025
  Wells Fargo Na
  St. Louis, MO
• 11/2018 → 01/2020
  Aig Retirement Services
  St. Louis, MO
• 06/2014 → 10/2018
  Wells Fargo Na
  St. Louis, MO

Previous Registrations

• 2020-02-13 → 2025-10-09
  Wells Fargo Clearing Services, Llc
  Irvine, CA
  Irvine, CA
  St. Louis, MO
  Irvine, CA
  Rolling Hills Estates, CA
  Long Beach, CA
• 2018-11-26 → 2020-02-05
  Valic Financial Advisors, Inc.
  St. Louis, MO
• 2014-09-04 → 2018-11-14
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
  St. Louis, MO
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2014-09-04

Other Names

• Douglas Hanna
• Douglas Michael Hanna