Omar SiddiquiCRD Number: 4408709
Current Firm: J.p. Morgan Securities LLC
Omar Siddiqui (CRD# 4408709) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Houston, TX and has over 20 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|Jpmorgan Chase Bank, N.a.||Houston, TX||Sep 2021 - Current||< 1|
|Deutsche Bank Ag||Dubai,||Oct 2015 - Aug 2021||5|
|Abu Dhabi Islamic Bank||Abu Dhabi,||Jun 2010 - Sep 2015||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2001|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management229,725MILLIONS
Total Number of Accounts856,594ACCOUNTS
Average Account Value$268,184
- A percentage of assets under your management
- 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)
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, WY
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