Tamseel Fatema, financial advisor Dacula GA
90 score

Tamseel Fatema

CRD Number: 5956971
Current Firm: J.p. Morgan Securities LLC

Tamseel Fatema (CRD# 5956971) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dacula, GA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Cumming, GA Oct 2012 - Current 4
Jpmorgan Chase Bank Na Cumming, GA Oct 2010 - Current 6
Fashion Forge Inc. New York, NY Jan 2009 - Aug 2014 5
Chase Investment Services Corp Cumming, GA Jul 2011 - Oct 2012 1
Suntrust Bank Atlanta, GA Apr 2008 - Sep 2010 2
Sportswear Garments Ltd. Dhaka, Jul 2005 - Mar 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
S63 Uniform Securities State Law Examination Aug 2011
Contact Info for Tamseel Fatema
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • GA
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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