Muhammad Rizvi, financial advisor Lathrop CA
93 score

Muhammad Rizvi

CRD Number: 5590421
Current Firm: J.p. Morgan Securities LLC

Muhammad Rizvi (CRD# 5590421) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lathrop, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Lathrop, CA Oct 2012 - Current 4
Chase Investment Services Corp Stockton, CA Jan 2012 - Oct 2012 < 1
Wells Fargo Advisors LLC Stockton, CA Jan 2011 - Jan 2012 1
Wells Fargo Bank N.a. Stockton, CA Jan 2008 - Jan 2012 4
Wells Fargo Investments, LLC Stockton, CA Sep 2008 - Jan 2011 2
Zamora Automotive Group Stockton, CA Apr 2007 - Jan 2008 < 1
Unemployed - Student Stockton, CA Jan 2007 - Apr 2007 < 1
All America Funding Stockton, CA Nov 2005 - Jan 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Muhammad Z. Rizvi
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
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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