Amir Hekmati (CRD# 7029804) is an Investment Advisor Representative working at Sizemore Capital Management, LLC in San Isidro, and has over 5 years of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sizemore Capital Management LLC | Dallas, TX | Jun 2020 - Current | 3 |
| Jp Morgan Securities LLC | Houston, TX | Sep 2018 - Current | 5 |
| Jp Morgan Chase Bank N.a. | Houston, TX | Sep 2018 - Current | 5 |
| Amir Hekmati | Houston, TX | Dec 2017 - Aug 2018 | < 1 |
| Amir Hekmati | New Orleans, LA | Jun 2017 - Dec 2017 | < 1 |
| Amir Hekmati | Flint, MI | Jan 2016 - Jun 2017 | 1 |
| Amir Hekmati | Tehran, | Jul 2011 - Jan 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
- TX
-
Total Assets Under Management112MILLIONS
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Total Number of Accounts686ACCOUNTS
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Average Account Value$163,027
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
- Selection of other advisers (including private fund managers)
TX
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