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Naysan F Vahdat

J.p. Morgan Securities LLC

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About Naysan F Vahdat

Naysan Vahdat is a financial advisor with over five years of experience in the financial services industry. Naysan is currently registered with J.P. Morgan Securities LLC and holds Series 7TO and Series 66 licenses. Naysan has also previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Goldman Sachs & Co. LLC, and Wells Fargo Clearing Services, LLC.

Firm Information

Naysan Vahdat 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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Naysan Vahdat’s Registration & Firm History

CA

01/15/2025 - Present

J.p. Morgan Securities LLC (Aliso Viejo CA)

CA

05/09/2023 - 09/05/2023

E*TRADE SECURITIES LLC (Irvine CA)

CA

11/10/2022 - 04/27/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LADERA RANCH CA)

CA

10/14/2021 - 10/28/2022

GOLDMAN SACHS & CO. LLC (NEWPORT BEACH CA)

CA

06/02/2020 - 03/08/2021

WELLS FARGO CLEARING SERVICES, LLC (SAN CLEMENTE CA)

CA

11/01/2018 - 05/18/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (IRVINE CA)

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Licenses & Designations

BOTH

Issued 12/04/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/01/2018

Series 7TO - General Securities Representative Examination

BC

Issued 11/01/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Naysan F Vahdat.
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