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Samuel Veytser

Investment Adviser Representative at J.p. Morgan Securities LLC

Palo Alto, CACRD #7570043Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
5

Professional summary

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

Samuel Veytser is an investment adviser representative with J.p. Morgan Securities LLC in Palo Alto, CA, where they have been registered since 2024. They have worked in the securities industry since 2022. 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 California.

Office

300 Hamilton Ave
Palo Alto, CA 94301

Advisors at this office: 4

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

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California
Broker:
2 states and territories

California, Illinois

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 11/4/2024
Series 63
Uniform Securities Agent State Law Examination
Passed 8/8/2022
Series 7
General Securities Representative Examination
Passed 9/23/2024
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/22/2022
SIE
Securities Industry Essentials Examination
Passed 7/7/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

J.p. Morgan Securities LLCCurrent
11/4/2024 – Palo Alto, CA

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. JPMorgan Chase Bank, N.A.
    May 2022 – no end date reportedRedwood City, CA
  2. J.P. Morgan Securities LLC
    May 2022 – no end date reportedRedwood City, CA
  3. All Spectrum Insurance Brokers
    Jun 2020 – Apr 2022San Jose, CA
  4. Law Office Of Gregory Grinberg
    May 2019 – Aug 2019San Mateo, CA
  5. Los Altos High School
    Jan 2018 – Aug 2018Los Altos, CA
  6. California Fine Wine & Spirits LLC
    Jul 2021 – Aug 2021Mountain View, CA
  7. Congregation Beth Am
    Sep 2014 – Sep 2019Los Altos Hills, CA
  8. University of Southern California
    Aug 2018 – May 2022Los Angeles, CA
  9. Los Altos High School
    Aug 2014 – Jun 2018Los Altos, CA

Official records & sources

Data as of June 28, 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. Samuel Veytser 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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Samuel Veytser (J.p. Morgan Securities) - Fees & Credentials