Sumair Hassan, financial advisor Grand Rapids MI

Sumair Hassan

CRD Number: 5787539
Current Firm: J.p. Morgan Securities LLC

Sumair Hassan (CRD# 5787539) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Grand Rapids, MI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Chase, LLC Forest Hills, MI Aug 2011 - Current 8
Jp Morgan Chase N.a. Forest Hills, MI Aug 2011 - Current 8
Grayskull Studio/grayskull Media Renton, WA Jun 2013 - Jun 2018 5
Curri-ezee Gourmet Foods Bothell, WA Apr 2007 - Jul 2014 7
Chase Investment Services Corp. North Bend, WA Aug 2011 - Oct 2012 1
J.p. Morgan Securities LLC Seattle, WA Apr 2010 - Aug 2011 1
Jpmorgan Chase Bank, Na North Bend, WA May 2010 - Jul 2011 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2010
S66 NASAA Uniform Combined State Law Examination Sep 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Sumair S. Hassan
Phone Number: 800-999-2000
Registered State(s):
  • MI
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    130,276
    MILLIONS
  • Total Number of Accounts
    602,419
    ACCOUNTS
  • Average Account Value
    $216,255
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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