Negar Akbari ghalehnoy
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 LLCJul 2024 to now
- UnemployedAug 2023 to Jun 2024
- JPMorgan Chase Bank, N.A.Jun 2023 to Aug 2023
- Geico CorporateJun 2022 to Aug 2022
- Ut Dallas Bursar OfficeApr 2022 to Jun 2023
- UnemployedJul 2021 to Mar 2022
- Coverica IncJun 2021 to Jul 2021
- UnemployedApr 2021 to May 2021
- Massage EnvyJan 2021 to Mar 2021
- Ticole Nguyen Dds PllcNov 2020 to Dec 2020
- UnemployedAug 2020 to Oct 2020
- Recruiter Com Consulting LLCMay 2020 to Jul 2020
- UnemployedMar 2019 to Apr 2020
- Bank of AmericaApr 2018 to Feb 2019
- Nordstrom RackFeb 2018 to Jul 2018
- Express, LLCFeb 2018 to Feb 2018
- Toyota of RichardsonAug 2017 to Aug 2018
- David's Bridal, Inc.Jul 2017 to Oct 2017
- UnemployedFeb 2017 to Jul 2017
- Dilllard'sSep 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7965800
- Firm CRD
- 79