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Sami Assaf

J.P. Morgan Securities LLC

New York, NY

CRD 7954054

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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 2026-06-16
TX RA APPROVED 2024-09-02
  • NY RA
    APPROVED
    Since 2026-06-16
  • TX RA
    APPROVED
    Since 2024-09-02

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 San Francisco CA 07/2024 Present
Jpmorgan Chase Bank, N.A. San Francisco CA 07/2024 Present
Jpmorgan Chase Bank, N.A. Dallas TX 06/2023 08/2023
Zuaiter Capital Holdings, Llc Greenwich CT 06/2022 08/2022
University Of Maryland College Park MD 08/2020 05/2024
Unemployed Potomac MD 07/2014 07/2020
Unemployed Potomac MD 06/2024 06/2024
  • 07/2024 → Present
    J.P. Morgan Securities Llc
    San Francisco, CA
  • 07/2024 → Present
    Jpmorgan Chase Bank, N.A.
    San Francisco, CA
  • 06/2023 → 08/2023
    Jpmorgan Chase Bank, N.A.
    Dallas, TX
  • 06/2022 → 08/2022
    Zuaiter Capital Holdings, Llc
    Greenwich, CT
  • 08/2020 → 05/2024
    University Of Maryland
    College Park, MD
  • 07/2014 → 07/2020
    Unemployed
    Potomac, MD
  • 06/2024 → 06/2024
    Unemployed
    Potomac, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-31
  • S66 Uniform Combined State Law Examination
    2024-08-31
Other Names
  • Sami Assaf
  • Sami Nassib Assaf

View on SEC IAPD

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