Zubair Hakimi, financial advisor Fremont CA
89 score

Zubair Hakimi

CRD Number: 6269073
Current Firm: Edward Jones

Zubair Hakimi (CRD# 6269073) is an Investment Advisor Representative working at Edward Jones in Fremont, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Nov 2013 - Current 3
Wells Fargo Fremont, CA Oct 2013 - Nov 2013 < 1
Unemployed Union City, CA Jun 2012 - Oct 2013 1
Bank Of America Newark, CA Aug 2009 - Jun 2012 2
Bank Of America Newark, CA Sep 2008 - Aug 2009 < 1
Bank Of America Palo Alto, CA Jul 2007 - Sep 2008 1
Uc Davis Equestrian Center Davis, CA Aug 2006 - Jun 2008 1
M.i.n.d. Institute Davis, CA Jun 2005 - Jun 2008 3
San Ramon Regional Medical Center San Ramon, CA Jun 2004 - Jun 2008 4
Uc Davis Davis, CA Aug 2003 - Jun 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Zubair A. Hakimi
Phone Number: 314-515-2000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
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, MA, 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
89
Clean Record
This advisor has a clean track record with regulators.

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