Sammie
Nweiran

J.P. Morgan Securities LLC

CRD#6807641
Investment Advisor
in New York, NY
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About this Advisor

Sammie Nweiran is an advisor whose office is in New York, New York. Currently a registered investment advisor with J.P. Morgan Securities LLC, they have accumulated 12 years of professional experience as an investment advisor. Nweiran has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Nweiran is able to operate in New Jersey. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Mount Saint Mary College, Shoprite, Bed Bath & Beyond, Massachusetts Mutual Life Insurance Company, Marist Upward Bound, Mml Investors Services, LLC, Pine Bush High School, Crispell Middle School and Alfandre Architecture. J.P. Morgan Securities LLC is located in New York, New York, and operates out of 5,365 additional offices across the nation. In aggregate, J.P. Morgan Securities LLC oversees $113 billion in assets throughout 505,984 accounts and employs more than 5,713 people. The level of assets currently under the firm's management places it among the biggest firms in the United States. The firm manages 396,797 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 16% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. J.P. Morgan Securities LLC provides portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

60 East 42Nd St
New York, NY 10017

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

NY Average: $7,464,549,021
Total Number of Employees

7,383

NY Average: 88
Total Number of Accounts

602,419

NY Average: 3,892
Average Account Size

$216,255

NY Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Sammie Nweiran Work History

Sammie has 12 years of experience.

2018 - 2018 (0 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2018 - 2018 (0 years)

Bank Of America, N.A

2018 - Present (1 years)

Jpmorgan Chase Bank, N.A

2018 - Present (1 years)

J.P. Morgan Securities, LLC

2017 - 2017 (0 years)

Bed Bath & Beyond

2017 - 2017 (0 years)

Massachusetts Mutual Life Insurance Company

2017 - 2017 (0 years)

Mml Investors Services, LLC

2016 - 2016 (0 years)

Alfandre Architecture

2015 - 2015 (0 years)

Marist Upward Bound

2015 - 2017 (2 years)

State University Of New York/Suny New Paltz

2013 - 2014 (1 years)

Mount Saint Mary College

2013 - 2013 (0 years)

Shoprite

2009 - 2013 (4 years)

Pine Bush High School

2006 - 2009 (3 years)

Crispell Middle School

Disclosures

Sammie Nweiran has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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