Jawad Ehsanyar (CRD# 7705447) is an Investment Advisor Representative working at Morling Financial Advisors, LLC in Fremont, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morling Financial Advisors, LLC | Fremont, CA | Sep 2022 - Current | 1 |
| Unemployed | Fremont, CA | Jun 2021 - Sep 2022 | 1 |
| Copenhagen Business School | Frederiksberg, | Aug 2019 - Jun 2021 | 1 |
| Moore Afghanistan | Kabul, | Mar 2018 - Jul 2019 | 1 |
| University Of The Pacific | Stockton, CA | Jan 2014 - Jan 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- CA
-
Total Assets Under Management607MILLIONS
-
Total Number of Accounts1,430ACCOUNTS
-
Average Account Value$424,469
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, GA, TN, TX, WA
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