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Amanda Holsen

J.P. Morgan Securities LLC

New York, NY

CRD 8317563

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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 2026-08-24
TX RA APPROVED 2026-08-24
  • NY RA
    APPROVED
    Since 2026-08-24
  • TX RA
    APPROVED
    Since 2026-08-24

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 07/2026 Present
Jpmorgan Chase Bank, N.A. New York NY 07/2026 Present
Unemployed Hawthorn Woods IL 09/2025 06/2026
J.P. Morgan Securities Llc New York NY 06/2025 08/2025
Unemployed Hawthorn Woods IL 09/2024 05/2025
Ninjatrader Chicago IL 05/2024 08/2024
Unemployed Hawthorn Woods IL 06/2016 04/2024
  • 07/2026 → Present
    J.P. Morgan Securities Llc
    New York, NY
  • 07/2026 → Present
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 09/2025 → 06/2026
    Unemployed
    Hawthorn Woods, IL
  • 06/2025 → 08/2025
    J.P. Morgan Securities Llc
    New York, NY
  • 09/2024 → 05/2025
    Unemployed
    Hawthorn Woods, IL
  • 05/2024 → 08/2024
    Ninjatrader
    Chicago, IL
  • 06/2016 → 04/2024
    Unemployed
    Hawthorn Woods, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-22
  • S66 Uniform Combined State Law Examination
    2026-08-22
Other Names
  • Amanda Marie Holsen

View on SEC IAPD

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