J.P. Morgan Securities LLC
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About this Advisor
Shebna Olsen-Shillibeer is a certified financial planner based out of New York, New York, who has been in the industry for 10 years. Olsen-Shillibeer currently works for J.P. Morgan Securities LLC. Over the course of their career, Olsen-Shillibeer has held roles at Hsbc Bank (Usa) N.A, Jpmorgan Securities LLC, Hsbc Securities Usa Inc and Notary Public. Olsen-Shillibeer holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in New Jersey and Texas. J.P. Morgan Securities LLC is a firm that has its headquarters in New York, New York. The company has offices in 5,365 locations and a total of 5,713 employees. It oversees $113 billion in total assets between its 505,984 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 190 charities and foundations. Of its 505,984 accounts, 16% belong to high-net-worth individuals who have more than $1 million in investable assets. J.P. Morgan Securities LLC has a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees usually vary depending on which services the firm provides the client. Fees billed by J.P. Morgan Securities LLC most likely include some combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
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J.P. Morgan Securities LLC Brokerage Details
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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
Shebna Olsen-Shillibeer Work History
Shebna has 10 years of experience.
Jpmorgan Securities LLC
Hsbc Bank (Usa) N.A
Hsbc Securities Usa Inc
Shebna Olsen-Shillibeer has disclosures.
Please visit their SEC profile for more details.