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Sam Chouli

J.p. Morgan Securities LLC

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About Sam Chouli

Sam Chouli is a financial advisor with J.P. Morgan Securities LLC, a large financial services firm with over $50 billion in assets under management. Sam is also an investment advisor representative with the firm and is registered with the state of California. Sam has over two years of experience in the financial services industry, holding both Series 7 and 66 licenses. Previously, Sam worked with Equitable Advisors, LLC and Edward Jones. Sam specializes in providing financial advice to individuals, corporations, and charitable organizations.

Firm Information

Sam Chouli is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Sam Chouli’s Registration & Firm History

CA

01/23/2025 - Present

J.p. Morgan Securities LLC (Mill Valley CA)

CA

05/30/2024 - 07/17/2024

EQUITABLE ADVISORS, LLC (SAN FRANCISCO CA)

CA

10/09/2023 - 02/20/2024

EDWARD JONES (SOUTH SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 11/30/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/09/2023

Series 7TO - General Securities Representative Examination

BC

Issued 09/13/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sam Chouli.
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