Muhammad Merchant
Investment adviser representative at J.P. Morgan Securities LLC
15 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Muhammad Merchant? Claim your profile
Contact this firm
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
15 years in the industry.
- J.P. Morgan Securities LLCDec 2025 to now
- JPMorgan Chase Bank, N.A.Dec 2025 to now
- UnemployedNov 2025 to Nov 2025
- Allstate Financial Advisors LLCJul 2025 to Oct 2025
- Allstate Financial Services, LLCJul 2025 to Oct 2025
- UnemployedMar 2025 to Jun 2025
- Bank of AmericaJan 2020 to Feb 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2020 to Feb 2025
- Momac Mex IncMay 2012 to Dec 2019
- Momac Inc dba SubwayJun 2011 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7217927
- Firm CRD
- 79