Mustafa Yaqubie, financial advisor Huntington Station NY
93 score

Mustafa Yaqubie

CRD Number: 4576868
Current Firm: J.p. Morgan Securities LLC

Mustafa Yaqubie (CRD# 4576868) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Huntington Station, NY and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Huntington, NY Oct 2012 - Current 4
Chase Investment Services Corp Great Neck, NY Feb 2010 - Oct 2012 2
Morgan Stanley Smith Barney Melville, NY Jun 2009 - Feb 2010 < 1
Morgan Stanley & Company, Incorporated Melville, NY Apr 2007 - Feb 2010 2
Morgan Stanley Dw Inc. Melville, NY Sep 2006 - Apr 2007 < 1
Banc Of America Investment Services, Inc. Charlotte, NC Oct 2004 - Sep 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2002
Contact Info for Mustafa Yaqubie
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • NJ
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
93
Clean Record
This advisor has a clean track record with regulators.

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