Adam Elghandour

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

• 04/2013 → 02/2017
  Td Ameritrade
  Keller, TX
• 04/2017 → Present
  Jpmorgan Securities Llc
  Plano, TX
• 08/2013 → 03/2017
  Td Ameritrade, Inc.
  Keller, TX
• 10/2014 → 03/2017
  Td Ameritrade Investment Management, Llc
  Keller, TX

Previous Registrations

• 2014-10-06 → 2017-03-06
  Td Ameritrade, Inc.
  Westlake, TX
  Westlake, TX
• 2014-10-06 → 2017-03-06
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2014-10-05
• S63 Uniform Securities Agent State Law Examination
  2013-07-14

Other Names

• Adam Mahmoud Elghandour