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Tabassum Faizmohammad

J.p. Morgan Securities LLC

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About Tabassum Faizmohammad

Tabassum Faizmohammad is a financial advisor with J.P. Morgan Securities LLC, a well-respected firm with a strong reputation for providing financial services to individuals and institutions. Tabassum has a proven track record of success in the financial services industry, having worked in the field since 2002. She holds a variety of licenses and certifications, including Series 6, Series 63, and SIE, which demonstrate her commitment to providing her clients with the highest level of service. Tabassum specializes in providing financial planning, portfolio management, and investment advisory services to individual investors and businesses. She is committed to helping her clients achieve their financial goals and is dedicated to providing them with personalized service and advice.

Firm Information

Tabassum Faizmohammad 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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Tabassum Faizmohammad’s Registration & Firm History

IL

03/22/2022 - Present

J.p. Morgan Securities LLC (SCHAUMBURG IL)

IL

08/25/2021 - 01/18/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LISLE IL)

IL

10/01/2012 - 06/30/2021

J.P. MORGAN SECURITIES LLC (BLOOMINGDALE IL)

IL

04/25/2011 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (BLOOMINGDALE IL)

IL

03/20/2006 - 08/24/2009

CHASE INVESTMENT SERVICES CORP. (BLOOMINGDALE IL)

IL

07/06/2005 - 12/02/2005

CHASE INVESTMENT SERVICES CORP. (BLOOMINGDALE IL)

IL

07/18/2000 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BC

Issued 06/08/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Tabassum Faizmohammad. Review regulatory record here.
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