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Amir Rahimi

J.p. Morgan Securities LLC

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About Amir Rahimi

Amir Rahimi is a financial professional with over 10 years of experience in the industry. Amir is currently registered with J.p. Morgan Securities LLC in Wilmette, IL, and is licensed to provide investment advice in Colorado, Florida, Illinois, Ohio, Utah, Wisconsin, and Wyoming. Prior to joining J.p. Morgan Securities LLC, Amir worked for CHASE INVESTMENT SERVICES CORP. in Lincolnwood, IL. Amir holds Series 6, 7TO, 63, and 66 licenses. Amir focuses on working with individuals, high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Amir is a financial advisor and provides financial planning services, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Amir Rahimi is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Amir Rahimi’s Registration & Firm History

IL

06/06/2019 - Present

J.p. Morgan Securities LLC (WILMETTE IL)

IL

12/24/2008 - 01/10/2011

CHASE INVESTMENT SERVICES CORP. (LINCOLNWOOD IL)

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Licenses & Designations

BOTH

Issued 05/30/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/10/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/01/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/31/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Amir Rahimi.
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