Shebna
Olsen-Shillibeer

J.P. Morgan Securities LLC

CRD#2231292
Investment Advisor
in New York, NY
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 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, Fixed Fees, Performance-based Fees

Disclosures

Yes

Office Location

45 Wall Street
New York, NY 10005

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$112,505,543,419

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

5,713

NY Average: 88
Total Number of Accounts

505,984

NY Average: 3,892
Average Account Size

$222,350

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

Shebna Olsen-Shillibeer Work History

Shebna has 10 years of experience.

2013 - Present (6 years)

Jpmorgan Securities LLC

2013 - 2017 (4 years)

Notary Public

2008 - 2013 (5 years)

Hsbc Bank (Usa) N.A

2008 - 2013 (5 years)

Hsbc Securities Usa Inc

Disclosures

Shebna Olsen-Shillibeer has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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