Omar Fathallah, financial advisor Cooper City FL
93 score

Omar Fathallah

CRD Number: 5473126
Current Firm: J.p. Morgan Securities LLC

Omar Fathallah (CRD# 5473126) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cooper City, FL and has over 8 years of experience in the finance industry.

Similar Advisors
Allen Giese, financial advisor Cooper City FL
Allen P. Giese
CRD# 2145424
Northstar Financial Planners, Inc.
Score
105
Similar Advisors
Justin Blews, financial advisor Cooper City FL
Justin Blews
CRD# 4223891
Morgan Stanley
Score
103
Similar Advisors
Ranga Chary, financial advisor Cooper City FL
Ranga K. Chary
CRD# 1280216
Fin-est Investment Advisors, LLC
Score
103
Company Name Location Dates Years
J.p. Morgan Securities LLC Cooper City, FL Oct 2012 - Current 4
Chase Investment Services Corp Cooper City, FL Jul 2010 - Oct 2012 2
Metlife Securities, Inc. Plantation, FL Apr 2009 - Jun 2010 1
Unemployed Plantation, FL Jan 2009 - Apr 2009 < 1
Ameriprise Financial Plantation, FL Jan 2008 - Dec 2008 < 1
Comet Food Market Ft. Lauderdale, FL Jun 1999 - Dec 2008 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Omar H. Fathallah
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Omar Fathallah and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.