Best Investors Account Sign in

Sophie Amelia

J.P. Morgan Securities LLC

New York, NY

CRD 7653778

Claim This Profile
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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-05-21
TX RA APPROVED_RES 2023-02-27
  • NY RA
    APPROVED
    Since 2025-05-21
  • TX RA
    APPROVED_RES
    Since 2023-02-27

Branch Locations

270 Park Avenue Floors 24 And 25, New York, NY 10017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc New York NY 10/2022 Present
Jpmorgan Chase Bank, N.A. New York NY 10/2022 Present
Situation Interactive New York NY 08/2021 10/2022
New York University Music And Performing Arts Department New York NY 09/2017 05/2021
321 Theatrical Management New York NY 01/2020 03/2020
Unemployed New York NY 06/2021 07/2021
Unemployed New York NY 10/2012 08/2017
  • 10/2022 → Present
    New York, NY
  • 10/2022 → Present
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 08/2021 → 10/2022
    Situation Interactive
    New York, NY
  • 09/2017 → 05/2021
    New York University Music And Performing Arts Department
    New York, NY
  • 01/2020 → 03/2020
    321 Theatrical Management
    New York, NY
  • 06/2021 → 07/2021
    Unemployed
    New York, NY
  • 10/2012 → 08/2017
    Unemployed
    New York, NY
Other Businesses

Effective 10/24/2022 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-13
  • S66 Uniform Combined State Law Examination
    2023-02-13
Other Names
  • Sophie Horn
  • Sophie A Amelia

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor