Sarira Farhangi (CRD# 7057227) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in San Francisco, CA and has over 5 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Chase Bank, N.a. | San Francisco, CA | Oct 2023 - Current | < 1 |
| J.p. Morgan Securities LLC | San Francisco, CA | Sep 2023 - Current | < 1 |
| First Republic Investment Management, Inc. | San Francisco, CA | Aug 2022 - Current | 1 |
| First Republic Securities Company, LLC | San Francisco, CA | May 2021 - Sep 2023 | 2 |
| First Republic Bank | San Rafael, CA | May 2021 - Aug 2022 | 1 |
| J.p. Morgan Securities LLC | Novato, CA | Dec 2018 - May 2021 | 2 |
| Jpmorgan Chase Bank, N.a | Novato, CA | Dec 2018 - May 2021 | 2 |
| Proctor Engineering Group | San Rafael, CA | Dec 2017 - Dec 2018 | 1 |
| Best Buy | San Rafael, CA | Dec 2017 - Apr 2018 | < 1 |
| Unemployed | San Rafael, CA | Jul 2017 - Dec 2017 | < 1 |
| Emery Pharma | Alameda, CA | Dec 2015 - Jun 2017 | 1 |
| Unemployed | Novato, CA | Oct 2015 - Nov 2015 | < 1 |
| Novabay Pharmaceuticals | Emeryville, CA | Jul 2015 - Sep 2015 | < 1 |
| Unemployed | Novato, CA | Mar 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
- CA
-
Total Assets Under Management86,271MILLIONS
-
Total Number of Accounts56,585ACCOUNTS
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Average Account Value$1,524,619
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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