Armin Samadi

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2016 → 08/2017
  Tiaa
  Philadelphia, PA
• 10/2017 → Present
  Jp Morgan Securities, Llc
  Richardson, TX
• 10/2014 → 12/2016
  Tiaa-Cref Individual & Institutional Services, Llc
  Princeton, NJ

Previous Registrations

• 2014-10-31 → 2017-08-23
  Tiaa-Cref Individual & Institutional Services, Llc
  Frisco, TX
  Princeton, NJ
  Philadelphia, PA
• 2011-11-28 → 2012-11-09
  Wells Fargo Clearing Services, Llc
  Arlington, TX

Other Businesses

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: ARMN, LLC. POSITION: INVESTOR START DATE: 2/25/2020 ADDRESS: 1321 Garland, TX DETAILS: PURCHASING AUTOS FROM AUCTIONS. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 8-10 HOURS HOURS DURING TRADING: 0 Business Name: No business name, property is fully owned by me but not under any business name/ Address: 1421 Sequoia Drive, Plano TX 75023/ Start date: 07/2015/ Duties: Confirming rent is deposited on time, in years of lease expiration getting to my real estate agent for re-rental, filing appropriate taxes on my personal tax return, and periodically delegating to appropriate vender for repairs/Position/title: Owner/Landlord Investment related: Yes /Hours per month: 1-2/ Hours per month during securities trading: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-11-26
• S63 Uniform Securities Agent State Law Examination
  2011-11-15