Kimia Vassetizadeh

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

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

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-11-17
NY	RA	APPROVED	2021-11-08

Branch Locations

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

Organization	City	State	From	To
J.P. Morgan Securities Llc	New York	NY	07/2021	Present
Jpmorgan Chase Bank, N.A.	New York	NY	07/2021	Present
Center For Investment And Wealth Management - University Of Cali	Irvine	CA	07/2020	05/2021
Otomo Enterprise	Irvine	CA	06/2020	09/2020
Shirin Art Gallery	Tehran		06/2016	09/2016
University Of California Irvine	Irvine	CA	09/2019	05/2021
Unemployed	Irvine	CA	06/2021	06/2021
Unemployed	Tehran		09/2016	08/2017
Diablo Valley College	Walnut Creek	CA	08/2017	05/2019
Unemployed	Walnut Creek	CA	06/2019	08/2019

07/2021 → Present

J.P. Morgan Securities Llc

New York, NY
07/2021 → Present

Jpmorgan Chase Bank, N.A.

New York, NY
07/2020 → 05/2021

Center For Investment And Wealth Management - University Of Cali

Irvine, CA
06/2020 → 09/2020

Otomo Enterprise

Irvine, CA
06/2016 → 09/2016

Shirin Art Gallery

Tehran
09/2019 → 05/2021

University Of California Irvine

Irvine, CA
06/2021 → 06/2021

Unemployed

Irvine, CA
09/2016 → 08/2017

Unemployed

Tehran
08/2017 → 05/2019

Diablo Valley College

Walnut Creek, CA
06/2019 → 08/2019

Unemployed

Walnut Creek, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-11-07

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