Sana Khalaf, financial advisor The Woodlands TX
93 score

Sana Khalaf

CRD 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 18 years of experience in the finance industry.

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Company Name Location Dates Years
Santaro Properties, LLC Humble, TX Sep 2015 - Current 1
J.p. Morgan Securities LLC Magnolia, TX Oct 2012 - Current 4
Chase Investment Services Corp The Woodlands, TX Aug 2009 - Oct 2012 3
Un-employed Houston, TX Apr 2009 - Aug 2009 < 1
Bank Of America, N.a. The Woodlands, TX Jan 2005 - Apr 2009 4
Banc Of America Investment Services, Inc. The Woodlands, TX Jan 2005 - Apr 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S65 NASAA Investment Advisors Law Examination Jul 1998
Contact Info for Sana S. Khalaf
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • 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
93
Clean Record
This advisor has a clean track record with regulators.

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