Kamiar Vossoughi
Investment adviser representative at J.P. Morgan Securities LLC
14 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$429.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- J.P. Morgan Securities LLCJan 2025 to now
- JPMorgan Chase Bank, N.A.Jan 2025 to now
- Bank of MontrealNov 2018 to Dec 2024
- Cedar Hill Associates, LLCDec 2016 to Nov 2018
- Cetera Investment Advisers LLCJan 2014 to Dec 2016
- Mb Financial BankJun 2012 to Oct 2018
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (IL, NY).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5785540
- Firm CRD
- 79