Ian Michael Wassmann

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

• 07/2026 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 07/2026 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 01/2026 → 06/2026
  Unemployed
  Bethesda, MD
• 08/2023 → 12/2025
  Boston College
  Chestnut Hill, MA
• 06/2025 → 08/2025
  J.P. Morgan Securities Llc
  New York, NY
• 05/2024 → 08/2024
  Spanish Diner
  Bethesda, MD
• 09/2022 → 07/2023
  Unemployed
  Bethesda, MD
• 04/2022 → 07/2023
  Marine Layer Clothing
  Bethesda, MD
• 06/2022 → 08/2022
  Bendler And Company
  Bethesda, MD
• 09/2021 → 03/2022
  Unemployed
  Bethesda, MD
• 05/2021 → 08/2021
  Chevy Chase Club
  Chevy Chase, MD
• 10/2020 → 04/2021
  Unemployed
  Bethesda, MD
• 06/2020 → 09/2020
  Trx Systems
  Greenbelt, MD
• 07/2016 → 05/2020
  Unemployed
  Bethesda, MD

Exams

• S66 Uniform Combined State Law Examination
  2026-08-22

Other Names

• Ian M Wassmann