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William Reza Jafari

Blackrock Investments, LLC

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About William Reza Jafari

William Reza Jafari is a financial advisor with over 10 years of experience in the industry. William is currently registered with Blackrock Investments, LLC in New York. William is a Series 7, Series 6 and Series 63 licensed professional. William has previously worked at J.P. Morgan Securities LLC and Chase Investment Services Corp.

Firm Information

William Jafari is currently registered with Blackrock Investments, LLC. Blackrock Investments, LLC is a Limited Liability Company formed on October 21, 1994. The firm is registered with the Securities and Exchange Commission and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. Blackrock Investments has been involved in one regulatory event and one arbitration.

Not reported

Assets Under Management

Not reported

Total Clients

280

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.

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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William Jafari’s Registration & Firm History

NY

08/31/2016 - Present

Blackrock Investments, LLC (NEW YORK NY)

WA

10/01/2012 - 11/24/2014

J.P. MORGAN SECURITIES LLC (MERCER ISLAND WA)

WA

09/18/2012 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (EVERETT WA)

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Licenses & Designations

BC

Issued 09/25/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/29/2016

Series 7 - General Securities Representative Examination

BC

Issued 09/17/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Reza Jafari.
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