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 20 years of experience in the finance industry.
Tanglewood Legacy Advisors, LLC
Waterway Wealth Management, LLC
Thrivent Investment Management Inc.
|Santaro Properties, LLC||Tomball, TX||Sep 2015 - Current||2|
|J.p. Morgan Securities LLC||Magnolia, TX||Oct 2012 - Current||5|
|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|
Total Assets Under Management81,562MILLIONS
Total Number of Accounts376,424ACCOUNTS
Average Account Value$216,675
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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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