Hanane Bettahi (CRD# 6625251) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Antioch, CA and has over 7 years of experience in the finance industry.
CRD# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Chase Bank | Brentwood, CA | Apr 2021 - Current | 3 |
| Classic Limousine Service Inc. | Burlingame, CA | May 2018 - Current | 6 |
| Executive Car Inc. | Discovery Bay, CA | Jul 2015 - Mar 2023 | 7 |
| Jp Morgan Securities LLC | Discovery Bay, CA | Mar 2016 - Mar 2021 | 5 |
| Unemployment | Discovery Bay, CA | Apr 2014 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2021 |
- CA
- TX
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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