Samantha Dohman (CRD# 7679105) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Hewlett, NY and has 1 year of experience in the finance industry.
CRD# 5146297
Origin Investment Advisory LLC
CRD# 4632189
Sarsi, LLC
CRD# 6381165
A.g.p / Alliance Global Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | Hewlett, NY | Apr 2024 - Current | < 1 |
| Jpmorgan Chase Bank, N.a. | Hewlett, NY | Apr 2024 - Current | < 1 |
| Bank Of America, N.a. | Long Beach, NY | Dec 2022 - Apr 2024 | 1 |
| Woodloch Pines | Hawely, PA | Jun 2021 - Dec 2022 | 1 |
| Unemployed | West Long Branch, NJ | Mar 2021 - May 2021 | < 1 |
| Healthy Kids Day Camp | Newburgh, NY | Jul 2019 - Feb 2021 | 1 |
| Unemployed | West Long Branch, NJ | Sep 2018 - Jun 2019 | < 1 |
| Woodbury Parks And Recreation | Woodbury, NY | Jun 2016 - Aug 2018 | 2 |
| Famous Footwear | Monroe, NY | Jan 2018 - May 2018 | < 1 |
| Unemployed | Highland Mills, NY | Apr 2014 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- NY
- TX
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.