Financial ADVSR advisor directory · SEC adviser records
J.P. Morgan Securities LLC financial advisors in Calabasas, CA
Every SEC-registered investment adviser representative at a J.P. Morgan Securities LLC office in Calabasas, A to Z.
The short answer
4 registered advisors work at J.P. Morgan Securities LLC in Calabasas, out of 12,970 at the firm nationwide; it ranks number 6 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.
J.P. Morgan Securities LLC advisors in Calabasas, A to Z
Every J.P. Morgan Securities LLC advisor →- Kevin MajidianCertified Financial Planner · Also a broker rep
- Shana MohsenAlso a broker rep
- Naghmeh M. MossayiAlso a broker rep
- Xiaoou K. WangAlso a broker rep
J.P. Morgan Securities LLC advisors in every city and state →J.P. Morgan Securities LLC: assets, clients and custodians →J.P. Morgan news and advisor moves →Advisor Moves: who changed firms this week →
J.P. Morgan Securities LLC advisors in other cities
New York, NY 1,933Chicago, IL 570Miami, FL 405Columbus, OH 392Los Angeles, CA 308Houston, TX 305San Francisco, CA 286Boston, MA 251Dallas, TX 213Plano, TX 200Irvine, CA 179Atlanta, GA 166Tempe, AZ 141Greenwich, CT 136San Antonio, TX 133
Other firms in Calabasas
All Calabasas advisors →Morton Wealth 25Ameriprise Financial Services, LLC 22LPL Financial LLC 5Edward Jones 4Hightower Advisors, LLC 4Private Wealth Solutions, LLC 4Focus Partners Wealth, LLC 3Kestra Advisory Services, LLC 3Raymond James & Associates, Inc. 3Triagen Wealth Management LLC 3
Questions
How many financial advisors does J.P. Morgan Securities LLC have in Calabasas?
4 investment adviser representatives are registered at J.P. Morgan Securities LLC offices in Calabasas, California, according to the SEC's Investment Adviser Public Disclosure records, out of 12,970 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.
Is J.P. Morgan Securities LLC one of the largest advisor employers in Calabasas?
J.P. Morgan Securities LLC ranks number 6 in Calabasas by registered advisors; Morton Wealth has the most, with 25.
How do I check a J.P. Morgan Securities LLC advisor in Calabasas?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the J.P. Morgan Securities LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.