Michael Samy Nessim Morcos

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

• 01/2018 → 09/2018
  Jp Morgan Securities Llc
  Scarsdale, NY
• 01/2018 → 09/2018
  Jpmorgan Chase Bank,N.A.
  Scarsdale, NY
• 10/2017 → 01/2018
  Dish Network
  Flushing, NY
• 04/2017 → 09/2017
  Unemployed
  Brooklyn, NY
• 06/2007 → 03/2017
  Commercial International Bank
  Alexandria
• 09/2018 → 01/2020
  Jpmorgan Chase Bank,N.A.
  Staten Island, NY
• 09/2018 → 01/2020
  Jpmorgan Securities Llc
  Staten Island, NY
• 01/2020 → Present
  J.P. Morgan Securities Llc
  Houston, TX
• 01/2020 → Present
  Jpmorgan Chase Bank, N.A.
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-08-07
• S63 Uniform Securities Agent State Law Examination
  2018-03-02