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Karim A. Mekhail

J.P. Morgan Securities LLC

Mission Viejo, CA

Mission Viejo, CA

CRD 6958091

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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 2022-07-06
NY RA APPROVED 2022-07-01
CA RA APPROVED 2022-06-21
  • TX RA
    APPROVED
    Since 2022-07-06
  • NY RA
    APPROVED
    Since 2022-07-01
  • CA RA
    APPROVED
    Since 2022-06-21

Branch Locations

27752 Vista Del Lago, Mission Viejo, CA 92692 • United States

25112 Marguerite Pkwy, Mission Viejo, CA 92692 • 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
Jpmorgan Chase Bank, N.A. Mission Viejo CA 02/2017 Present
Jpmorgan Chase Bank, N.A. Irvine CA 12/2015 02/2017
J.P. Morgan Securities Llc Mission Viejo CA 05/2018 Present
Uber Lake Forest CA 08/2022 10/2022
  • 02/2017 → Present
    Jpmorgan Chase Bank, N.A.
    Mission Viejo, CA
  • 12/2015 → 02/2017
    Jpmorgan Chase Bank, N.A.
    Irvine, CA
  • 05/2018 → Present
    J.P. Morgan Securities Llc
    Mission Viejo, CA
  • 08/2022 → 10/2022
    Uber
    Lake Forest, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-26
S63 Uniform Securities Agent State Law Examination 2018-08-09
  • S66 Uniform Combined State Law Examination
    2021-10-26
  • S63 Uniform Securities Agent State Law Examination
    2018-08-09
Other Names
  • Karim A Mekhail
  • Karim Adel Mekhail

View on SEC IAPD

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Nearby Offices

EDWARD JONES · MISSION VIEJO, CA
WELLS FARGO CLEARING SERVICES, LLC · MISSION VIEJO, CA
PFS INVESTMENTS INC. · MISSION VIEJO, CA

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