Sam Javanmard, financial advisor Calabasas CA

Sam Javanmard

CRD Number: 6851821
Current Firm: Kestra Private Wealth Services, LLC

Sam Javanmard (CRD# 6851821) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Calabasas, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Kestra Investment Services Calabasas, CA Oct 2018 - Current 2
Kestra Private Wealth Services Calabasas, CA Oct 2018 - Current 2
Morgan Stanley Los Angeles, CA Jun 2018 - Sep 2018 < 1
Goodwill Home Health Services, Inc. Woodland Hills, CA Jan 2018 - Jun 2018 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Encino, CA Aug 2017 - Dec 2017 < 1
Goodwill Home Health Services, Inc. Woodland Hills, CA Sep 2016 - Aug 2017 < 1
California State University Of Northridge Northridge, CA Aug 2015 - May 2017 1
Best Buy Company Northridge, CA Aug 2015 - Jul 2016 < 1
Genesis Adult Day Health Care Winnetka, CA Jan 2015 - Oct 2015 < 1
Los Angeles Pierce College Woodland Hills, CA Feb 2012 - Jun 2015 3
Tronics X Change Woodland Hills, CA Jun 2012 - Aug 2013 1
Granada Hills Charter High School Granada Hills, CA Aug 2008 - Jun 2012 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2020
Contact Info for Sam Javanmard
Phone Number: 844-553-7872
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,146
    MILLIONS
  • Total Number of Accounts
    6,619
    ACCOUNTS
  • Average Account Value
    $324,157
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, TN, TX, UT, VA, VT, WA, WI, WV

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