Samer Eshmawy
Investment adviser representative at Azzad Asset Management, Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.8BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Azzad Asset Management, Inc.Oct 2025 to now
- Modera Wealth Management, LLCAug 2021 to Sep 2025
- JP Morgan Chase & Co.Nov 2018 to Jul 2021
- T-mobile USOct 2013 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Azzad Asset Management, Inc.
$1.8BAssets managed
1,543Clients
11Advisers
26 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
- 7048045
- Firm CRD
- 111291