Isaac Zacharia

CRD 2590335 · J.P. Morgan Securities LLC · Huntington, NY

IA RegisteredBroker

Also appears in the source record as: Isaac Aaron Zacharia

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 26Series 65Series 63
Registered states (44): Alabama · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · Tennessee · Texas · Utah · Vermont · Virginia · Washington · Wisconsin
Years in the industry (source record): 31
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: J.P. Morgan Securities LLC
Firm CRD: 79
SEC number: 801-3702
Assets under management: $429.7B as of Jun 30, 2026
Website: wealthpartners.jpmorgan.com ↗
Phone: 800-999-2000
Firm location: New York, NY, 10017

Employment history (15)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
Huntington, NY · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Huntington, NY · BC capacity

start not retrieved → present
Hsbc Securities (USA) Inc.
Lynbrook, NY · IA capacity

Jun 27, 2008 → Oct 24, 2013
Hsbc Securities (USA) Inc.
Lynbrook, NY · BC capacity

Jun 27, 2008 → Oct 24, 2013
Commerce Capital Markets, Inc.
Garden City, NY · IA capacity

Feb 7, 2006 → Jun 17, 2008
Commerce Capital Markets, Inc.
Garden City, NY · BC capacity

Feb 7, 2006 → Jun 17, 2008
Dreyfus Service Corporation
Uniondale, NY · IA capacity

Sep 8, 2005 → Jan 31, 2006
Dreyfus Service Corporation
New York, NY · BC capacity

Sep 8, 2005 → Jan 31, 2006
Banc Of America Investment Services, Inc.
East Rockaway, NY · IA capacity

Oct 20, 2004 → Sep 13, 2005
Banc Of America Investment Services, Inc.
Boston, MA · BC capacity

Oct 20, 2004 → Sep 13, 2005
Quick & Reilly, Inc.
Centre, NY · IA capacity

Nov 27, 2002 → Oct 20, 2004
Quick & Reilly, Inc.
New York, NY · BC capacity

Aug 7, 2000 → Oct 20, 2004
Fis Securities, Inc.
Boston, MA · BC capacity

Jan 1, 1998 → Nov 15, 2000
Fleet Enterprises, Inc.
New York, NY · BC capacity

Dec 18, 1997 → Aug 7, 2000
Fidelity Brokerage Services, Inc.
Smithfield, RI · BC capacity

Mar 28, 1995 → Dec 22, 1997

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 2590335 ↗ FINRA BrokerCheck record for CRD 2590335 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.