Abbas Ali Mohammed
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 yearsFirm in business
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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
10 years in the industry.
- J.P. Morgan Securities LLCMay 2024 to now
- JPMorgan Chase Bank, N.A.May 2024 to now
- Abc LegalJan 2020 to Aug 2021
- Wells Fargo Clearing Services, LLCApr 2019 to May 2024
- Intrepidus LLCDec 2018 to Dec 2021
- Uber Technologies Inc.Oct 2018 to Mar 2019
- Lyft Inc.Jul 2017 to Feb 2019
- Wells Fargo Bank, N.A.Apr 2017 to May 2024
- UnemployedMar 2017 to Mar 2017
- Don Mcgill ToyotaFeb 2017 to Feb 2017
- UnemployedApr 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7099323
- Firm CRD
- 79