Unclaimed
Farhan Khan is an investment advisor with J.P. Morgan Securities LLC, licensed in California and New York. Farhan has been in the industry since February 20, 2023, and holds the Series 63, SIE, and Series 79TO licenses. Farhan specializes in providing a range of investment advisory services to individuals, businesses, and institutions, including financial planning, portfolio management, and pension consulting.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
02/21/2023 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
BC
Issued 02/04/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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