Iqbal Ahmed
Investment adviser representative at J.P. Morgan Securities LLC
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- NY Home Care ServicesJan 2026 to now
- J.P. Morgan Securities LLCApr 2023 to now
- JPMorgan Chase Bank, N.A.Jul 2022 to now
- Howard Beach Fitness Center IncJan 2022 to Oct 2022
- La FitnessDec 2020 to Jan 2022
- US Census BureauAug 2020 to Nov 2020
- Amazon/whole FoodsMar 2020 to Aug 2020
- Goodman All FoodFeb 2020 to Feb 2020
- Alissa Home Care IncSep 2018 to Oct 2022
- Mcdonald'sMar 2018 to Dec 2019
- UnemployedApr 2013 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7729797
- Firm CRD
- 79