Zeeshan Hasan
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (3)
- SIESeries 7Series 66
- Registered states (16)
- Alaska · Arizona · California · Connecticut · Florida · Illinois · Nevada · New Mexico · New York · North Carolina · Ohio · Pennsylvania · South Dakota · Texas · Utah · Washington
- Years in the industry (source record)
- 21
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
The official record for CRD 4805075 contains one or more disclosure events as of Aug 20, 2026.
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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 (14)
From the source registration record · current first
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start not retrieved → present
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start not retrieved → present
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Scottrade Investment ManagementSaint Louis, MO · IA capacityJan 27, 2017 → Dec 12, 2017
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Scottrade, Inc.Glendale, CA · BC capacityJul 11, 2016 → Dec 12, 2017
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Td Ameritrade, Inc.Beverly Hills, CA · IA capacityJul 17, 2014 → Jun 21, 2016
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Amerivest Investment Management, LLCBeverly Hills, CA · IA capacityJul 17, 2014 → Jun 21, 2016
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Td Ameritrade, Inc.Beverly Hills, CA · BC capacityJul 17, 2014 → Jun 21, 2016
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Merrill Lynch, Pierce, Fenner & Smith IncorporatedWest Hollywood, CA · IA capacityMar 6, 2012 → Jul 2, 2014
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Merrill Lynch, Pierce, Fenner & Smith IncorporatedWest Hollywood, CA · BC capacityMar 6, 2012 → Jul 2, 2014
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E*trade Capital Management, LLCArlington, VA · IA capacityDec 23, 2009 → Feb 28, 2012
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E*trade Securities LLCTorrance, CA · BC capacityDec 23, 2009 → Feb 28, 2012
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Ameriprise Financial Services, Inc.Riverside, CA · IA capacitySep 8, 2004 → Oct 19, 2009
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Ameriprise Financial Services, Inc.Riverside, CA · BC capacitySep 8, 2004 → Oct 19, 2009
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Ids Life Insurance CompanyMinneapolis, MN · BC capacitySep 8, 2004 → Jul 3, 2006
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.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.