Amir Ghassemzadeh, financial advisor Palo Alto CA
93 score

Amir Ghassemzadeh

CRD Number: 5613662
Current Firm: J.p. Morgan Securities LLC

Amir Ghassemzadeh (CRD# 5613662) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palo Alto, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Securities LLC Palo Alto, CA Mar 2017 - Current 1
Wells Fargo Clearing Services, LLC Redwood City, CA Jan 2011 - Mar 2017 6
Wells Fargo Bank Na Redwood City, CA Jun 2008 - Mar 2017 8
Wells Fargo Advisors LLC Redwood City, CA Jan 2011 - Nov 2016 5
Wells Fargo Investments, LLC Palo Alto/redwood City, CA Oct 2008 - Jan 2011 2
Wells Fargo Bank Long Beach, CA Jun 2007 - Jun 2008 1
California State Univeristy Long Beach Long Beach, CA Aug 2006 - Jun 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for Amir A. Ghassemzadeh
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    81,562
    MILLIONS
  • Total Number of Accounts
    376,424
    ACCOUNTS
  • Average Account Value
    $216,675
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, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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