Jawad Ehsanyar
Investment adviser representative at Morling Financial Advisors, LLC
12 yearsExperience
1 stateRegistered in
$1BFirm assets
11 yearsFirm in business
Are you Jawad Ehsanyar? 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Morling Financial Advisors, LLCSep 2022 to now
- UnemployedJun 2021 to Sep 2022
- Copenhagen Business SchoolAug 2019 to Jun 2021
- Moore AfghanistanMar 2018 to Jul 2019
- University of the PacificJan 2014 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Morling Financial Advisors, LLC
$1BAssets managed
349Clients
17Advisers
11 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
- 7705447
- Firm CRD
- 111819