Mena Shehata, financial advisor Rolling Hills CA
90 score

Mena Shehata

CRD Number: 6016968
Current Firm: J.p. Morgan Securities LLC

Mena Shehata (CRD# 6016968) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Rolling Hills, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Manhattan Beach, CA Oct 2012 - Current 4
Jpmorgan Chase Manhattan Beach, CA Apr 2011 - Current 5
Chase Investment Services Corp Manhattan Beach, CA Jan 2012 - Oct 2012 < 1
One West Bank Redondo Beach, CA Apr 2010 - Apr 2011 1
California State University, Northridge Northridge, CA Jun 2006 - Jun 2010 4
Los Muchachos Hermosa Beach, CA Jan 2010 - Apr 2010 < 1
Evergreen International Gardena, CA Sep 2007 - Nov 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2012
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Mena A. Shehata
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
  • TX
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
90
Clean Record
This advisor has a clean track record with regulators.

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