Kashmira Qureshi (CRD# 5604935) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Scottsdale, AZ and has over 15 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Jp Morgan Securities, LLC | Scottsdale, AZ | Sep 2019 - Current | 4 |
Jp Morgan Chase Bank, N.a. | Scottsdale, AZ | Sep 2019 - Current | 4 |
Kashmira International, LLC | Chandler, AZ | Jun 2009 - Current | 14 |
Unemployed | Chandler, AZ | Jun 2019 - Aug 2019 | < 1 |
Jpmorgan Chase Bank Na | Scottsdale, AZ | Jun 2018 - May 2019 | < 1 |
Jpmorgan Securities LLC | Scottsdale, AZ | Jun 2018 - May 2019 | < 1 |
Morgan Stanley | Phoenix, AZ | Apr 2013 - Jun 2018 | 5 |
Morgan Stanley Private Bank, National Association | Phoenix, AZ | Apr 2013 - Jun 2018 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2008 |
S66 | NASAA Uniform Combined State Law Examination | Dec 2011 |
- AZ
- TX
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- 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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