Sana KhalafCRD Number: 2966086
Current Firm: J.p. Morgan Securities LLC
Sana Khalaf (CRD# 2966086) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in The Woodlands, TX and has over 24 years of experience in the finance industry.
Valic Financial Advisors, Inc.
Equitable Advisors, LLC
Lpl Financial LLC
|J.p. Morgan Securities LLC||Magnolia, TX||Oct 2012 - Current||9|
|Santaro Properties, LLC||Tomball, TX||Sep 2015 - Jun 2019||3|
|Chase Investment Services Corp||The Woodlands, TX||Aug 2009 - Oct 2012||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1998|
|S65||NASAA Investment Advisors Law Examination||Jul 1998|
Total Assets Under Management229,725MILLIONS
Total Number of Accounts856,594ACCOUNTS
Average Account Value$268,184
- A percentage of assets under your management
- 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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