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Omar Fathallah

J.P. Morgan Securities LLC

Cooper City, FL

CRD 5473126

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Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-03-14
FL RA APPROVED 2012-10-01
  • TX RA
    APPROVED_RES
    Since 2020-03-14
  • FL RA
    APPROVED
    Since 2012-10-01

Branch Locations

5500 South Flamingo Road, Ste. 100, Cooper City, FL 33330 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Cooper City FL 10/2012 Present
Ramkam, Llc. Pembroke Pines FL 08/2020 08/2022
Jpmorgan Chase Bank, N.A. Cooper City FL 05/2022 Present
  • 10/2012 → Present
    J.P. Morgan Securities Llc
    Cooper City, FL
  • 08/2020 → 08/2022
    Ramkam, Llc.
    Pembroke Pines, FL
  • 05/2022 → Present
    Jpmorgan Chase Bank, N.A.
    Cooper City, FL
Previous Registrations
  • 2010-08-02 → 2012-10-01
    Chase Investment Services Corp.
    Cooper City, FL
    Cooper City, FL
  • 2009-07-14 → 2010-07-26
    Msi Financial Services, Inc.
    Plantation, FL
  • 2008-05-05 → 2009-01-02
    Ameriprise Financial Services, Llc
    Ft Lauderdale, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-04-29
  • S66 Uniform Combined State Law Examination
    2008-04-29
Other Names
  • Omar Hassib Fathallah

View on SEC IAPD

Nearby Firms

THE JAFFEE FINANCIAL GROUP, INC.
EVEREST FINANCIAL ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Nearby Investors

MICHAEL STEVEN JAFFEE
PATRICIA ANN BITNAR
Raquel L Nacht

Nearby Offices

THE JAFFEE FINANCIAL GROUP, INC. · COOPER CITY, FL
EVEREST FINANCIAL ADVISORS, LLC · COOPER CITY, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · COOPER CITY, FL

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