Kamran Mahmood (CRD# 4514514) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New Orleans, LA and has over 15 years of experience in the finance industry.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kbank LLC | New Orleans, LA | Nov 2022 - Current | 1 |
| J.p. Morgan Securities LLC | New Orleans, LA | Oct 2012 - Current | 11 |
| Kamerica LLC | New Orleans, LA | Mar 2010 - Current | 14 |
| Kamerica, LLC | New Orleans, LA | Jan 2007 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- LA
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
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- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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