Advisor at J.P. Morgan Securities
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
J.P. Morgan Securities
Location
Cuyahoga Falls, OH 44221
Credentials
Series 66
Industry experience
6 years
Eiad Hasan is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked within various divisions of JPMorgan Chase Bank and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.
Based on J.P. Morgan Securities
$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable
Account minimum: $25 million
2647 Bailey Road
Cuyahoga Falls, OH 44221
Ohio · Texas
JPMorgan Chase Bank, N.A
2021 - Present (5 years)
J.P. Morgan Securities
2021 - Present (5 years)
JPMorgan Chase Bank, N.A
2017 - 2021 (4 years)
JPMorgan Chase Bank, N.A
2016 - 2017 (1 year)
J.P. Morgan Securities
2015 - 2017 (2 years)
JPMorgan Chase Bank, N.A
2015 - 2016 (1 year)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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