Patrick Hanson

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

• 03/2023 → 05/2023
  Equitable Advisors, Llc
  New York, NY
• 04/2020 → 09/2020
  Crystal Mountain Homes
  Greenwater, WA
• 06/2017 → 08/2017
  Stroum Jewish Community Center
  Mercer Island, WA
• 06/2015 → 06/2016
  Mercer Island Beach Club
  Mercer Island, WA
• 06/2018 → 07/2019
  Stroum Jewish Community Center
  Mercer Island, WA
• 06/2023 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 06/2023 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 07/2016 → 05/2017
  Unemployed
  Mercer Island, WA
• 09/2017 → 05/2018
  Unemployed
  Mercer Island, WA
• 08/2019 → 03/2020
  Unemployed
  Hempstead, NY
• 10/2020 → 03/2021
  Unemployed
  London
• 04/2021 → 05/2023
  Equitable Financial Life Insurance Co
  New York, NY

Previous Registrations

• 2023-04-12 → 2023-05-25
  Equitable Advisors, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-10-28