Jeffrey B. Hamlin

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

• 01/2022 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 01/2022 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 02/2021 → 12/2021
  Kpmg
  New York, NY
• 08/2020 → 02/2021
  Grant Thornton
  Chicago, IL
• 07/2019 → 01/2020
  Jones Lang Lasalle
  Philadelphia, PA
• 05/2018 → 08/2018
  Capital Bluecross
  Harrisburg, PA
• 05/2016 → 05/2020
  Pennsylvania State University
  State College, PA
• 07/2017 → 08/2017
  Penrac, Llc
  Mechanicsburg, PA
• 05/2017 → 06/2017
  J. Crew
  Harrisburg, PA
• 06/2020 → 07/2020
  Unemployed
  State College, PA

Exams

• S66 Uniform Combined State Law Examination
  2022-04-18

Other Names

• Jeff Blake Hamlin
• Jeffrey Hamlin
• Jeffrey Blake Hamlin