Muhammad mustafa Ispahani
Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
3 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
11 years in the industry.
- J.P. Morgan Securities LLCSep 2025 to now
- JPMorgan Chase Bank, N.A.Sep 2025 to now
- The Oak Corner LLCFeb 2025 to Mar 2025
- Equitable Financial Life InsuranceAug 2024 to Aug 2025
- Equitable Advisors, LLCJul 2024 to Sep 2025
- UnemployedJun 2024 to Jun 2024
- Njit Investment FundFeb 2024 to May 2024
- UnemployedJul 2023 to Jan 2024
- Sonali BioplasticsFeb 2022 to Jun 2023
- UnemployedOct 2021 to Jan 2022
- Mybook QatarJul 2021 to Sep 2021
- UnemployedSep 2015 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 3 states (MD, NJ, NY).
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
- 7965614
- Firm CRD
- 79