Kamal Sadi

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

• 07/2006 → 02/2021
  River North Catering, Inc.
  Chicago, IL
• 08/2020 → 03/2023
  Bankers Life & Casualty/Bankers Life Securities/Bankers Advisory
  Chicago, IL
• 03/2023 → 03/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Northbrook, IL
• 03/2023 → 03/2025
  Bank Of America, N.A.
  Northbrook, IL
• 04/2025 → Present
  J.P. Morgan Securities Llc
  Chicago, IL
• 04/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Chicago, IL

Previous Registrations

• 2023-04-25 → 2025-03-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Northbrook, IL
• 2022-09-09 → 2023-04-06
  Bankers Life Advisory Services, Inc.
  Orland Park, IL
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-27
• S63 Uniform Securities Agent State Law Examination
  2021-11-29

Other Names

• Kenny Sadi
• Kamal A Sadi