Maziyar Ahmadi-Kashani (CRD# 4998441) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Charlotte, NC and has over 18 years of experience in the finance industry.
CRD# 5753288
Morgan Stanley
CRD# 5315912
Lpl Financial LLC
CRD# 6172815
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Hearts Man LLC | Los Angeles, CA | Dec 2021 - Current | 2 |
| Jpmorgan Securities LLC | New York, NY | Sep 2016 - Current | 7 |
| Wells Fargo Bank, N.a. | Los Angeles, CA | May 2014 - Sep 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2005 |
- CA
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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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
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