Invested Better
Unclaimed

Unclaimed

Unclaimed

Bahram Khalilzadeh Sabet

J.p. Morgan Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Bahram? Claim Your Profile

About Bahram Khalilzadeh Sabet

Bahram Khalilzadeh Sabet is a financial advisor with over 28 years of experience in the industry. Bahram currently works at J.P. Morgan Securities LLC and is registered in Georgia and Texas. Bahram has worked for several other firms throughout his career including Capitol Securities Management, Inc., First Southeastern Securities Group, Incorporated, and Dean Witter Reynolds Inc. Bahram holds several licenses and certifications including Series 7, Series 24, Series 26, Series 31, Series 52TO, Series 6TO, and Series 63. Bahram provides financial planning, pension consulting, selection of other advisers, and portfolio management services.

Firm Information

Bahram Sabet 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

check

other

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Bahram Sabet’s Registration & Firm History

GA

12/23/2024 - Present

J.p. Morgan Securities LLC (ATLANTA GA)

GA

09/24/2007 - 04/26/2021

CAPITOL SECURITIES MANAGEMENT, INC. (SMYRNA GA)

GA

10/12/1998 - 09/25/2007

FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED (SMYRNA GA)

NY

06/01/1995 - 09/25/1998

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NA

05/03/1994 - 05/12/1995

BANK SOUTH SECURITIES CORPORATION

Not sure if Bahram Khalilzadeh Sabet is right for you?

Licenses & Designations

IA

Issued 06/16/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/13/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 11/26/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/27/1994

Series 4 - Registered Options Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/1995

Series 31 - Futures Managed Funds Examination

BC

Issued 04/19/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Bahram Khalilzadeh Sabet.
Not sure if Bahram Khalilzadeh Sabet is right for you?