Samer Deir

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

• 11/2017 → 10/2018
  Ameriprise Financial Services Inc
  Plano, TX
• 06/2014 → Present
  Languageline Solutions
  Monterey, CA
• 06/2015 → 08/2017
  Zerochaos
  Allen, TX
• 11/2018 → 03/2020
  Jpmorgan Chase Bank, N.A.
  Dallas, TX
• 11/2018 → 03/2020
  J.P. Morgan Securities Llc
  Dallas, TX
• 04/2020 → Present
  Jpmorgan Chase Bank, N.A
  Dallas, TX
• 03/2023 → Present
  Jp Morgan Securities Llc
  Dallas, TX

Previous Registrations

• 2018-02-28 → 2018-11-02
  Ameriprise Financial Services, Llc
  Plano, TX

Other Businesses

ACTIVITY TYPE: 3 - SECOND JOB NAME OF ENTITY: LANGUAGE LINE SOLUTIONS POSITION: INTERPRETER START DATE: 6/16/2014 ADDRESS: 1 Monterey, CA DETAILS: HTTPS://WWW.LANGUAGELINE.COM/. VIDEO/OVER THE PHONE INTERPRETER. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 100 HOURS DURING TRADING: 0

Exams

• S66 Uniform Combined State Law Examination
  2018-02-28

Other Names

• Samer Ibrahim Jabra Deir
• Sam Deir
• Samer Deir
• Samer Ibrahim Jabra Deir