Sam Chouli
Investment Adviser Representative at J.p. Morgan Securities LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Sam Chouli is an investment adviser representative with J.p. Morgan Securities LLC in San Francisco, CA, where they have been registered since 2025. They have worked in the securities industry since 2024 and have been registered with 5 firms, including LPL Enterprise, LLC and Prudential Financial Planning Services. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
- Broker:
1 state or territory
California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- FeedzaiSep 2021 – Jan 2023San Mateo, CA
- BechtelApr 2021 – Sep 2021San Ramon, CA
- KinestralMay 2019 – Jun 2020Hayward, CA
- Dimension DataAug 2015 – Mar 2019San Ramon, CA
- Edward JonesAug 2023 – Feb 2024Halfmoon Bay, CA
- Equitable Advisors, LLCMay 2024 – Jul 2024New York, NY
- Pruco Securities, LLC.Jul 2024 – Nov 2024San Jose, CA
- The Prudential Insurance Company of AmericaAug 2024 – Dec 2024San Jose, CA
- LPL Enterprise, LLCNov 2024 – Dec 2024San Jose, CA
- Equitable Financial Life Insurance Co.May 2024 – Jul 2024New York, NY
- Jpmorgan Chase BANK, N.A.Dec 2024 – no end date reportedMill Valley, CA
- J.p. Morgan Securities LLCDec 2024 – no end date reportedMill Valley, CA
- UnemployedApr 2019 – Apr 2019South San Francisco, CA
- UnemployedJul 2020 – Mar 2021South San Francisco, CA
- UnemployedFeb 2023 – Jul 2023South San Francisco, CA
- UnemployedMar 2024 – Apr 2024South San Francisco, CA
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
Client types the firm serves
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 profileOther advisors at J.p. Morgan Securities LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sam Chouli 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.
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