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JD

Jeremy Dahl

Investment Adviser Representative at J.p. Morgan Securities LLC

New York, NYCRD #8003931Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jeremy Dahl is an investment adviser representative with J.p. Morgan Securities LLC in New York, NY, where they have been registered since 2026. They have worked in the securities industry since 2024. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in New Jersey, New York, and Texas.

Office

1230 Avenue Of The Americas
New York, NY 10020

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New Jersey, New York, Texas
Broker:
41 states and territories

Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kentucky, Maine, Maryland, Massachusetts, Michigan, Nebraska, Nevada, New Hampshire, New Jersey, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/22/2026
Series 63
Uniform Securities Agent State Law Examination
Passed 1/9/2025
Series 7
General Securities Representative Examination
Passed 2/19/2026
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/20/2024
SIE
Securities Industry Essentials Examination
Passed 12/4/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

J.p. Morgan Securities LLCCurrent
4/22/2026 – New York, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. J.p. Morgan Securities LLC
    Oct 2024 – no end date reportedNew York, NY
  2. Jpmorgan Chase BANK, N.A.
    Oct 2024 – no end date reportedNew York, NY
  3. The Cabana
    Jun 2021 – Oct 2024Long Beach, NY
  4. Victory Capital Management
    Jun 2023 – Aug 2023New York, NY
  5. Fatt Root| Busser
    Sep 2019 – Aug 2020Pleasantville, NY
  6. Long Beach Recreation Department
    Jul 2019 – Aug 2019Lido Beach, NY
  7. Pie Craft
    Jul 2017 – Aug 2018Island Park, NY
  8. Unemployed
    Oct 2014 – Jun 2017Pleasantville, NY
  9. Unemployed
    Sep 2018 – Jun 2019Pleasantville, NY
  10. Unemployed
    Sep 2020 – May 2021Pleasantville, NY

Official records & sources

Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About J.p. Morgan Securities LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsInsurance CompaniesCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
13,759
Offices listed on AdvisorFinder:
25
Main office:
New York, NY
SEC file number:
801-3702

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 30, 2026

View full firm profile

Other advisors at J.p. Morgan Securities LLC

Showing 12 of 13,759 in the directory

View J.p. Morgan Securities LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeremy Dahl has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Jeremy Dahl (J.p. Morgan Securities) - Fees & Credentials