Zeinab Taghizadeh

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-06-05
CA	RA	APPROVED	2025-04-29

Branch Locations

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

Organization	City	State	From	To
Jp Morgan Chase Bank, N.A	Ladera Ranch	CA	12/2020	10/2024
Wells Fargo Na	Irvine	CA	07/2014	07/2018
Jp Morgan Securities Llc	Mission Viejo	CA	07/2018	12/2020
Unemployed	Lake Forest	CA	11/2024	02/2025
Merrill Lynch, Pierce, Fenner&Smith Incorporated	Newport Beach	CA	02/2025	Present
Bank Of America, N.A.	Newport Beach	CA	04/2025	Present

12/2020 → 10/2024

Jp Morgan Chase Bank, N.A

Ladera Ranch, CA
07/2014 → 07/2018

Wells Fargo Na

Irvine, CA
07/2018 → 12/2020

Jp Morgan Securities Llc

Mission Viejo, CA
11/2024 → 02/2025

Unemployed

Lake Forest, CA
02/2025 → Present

Merrill Lynch, Pierce, Fenner&Smith Incorporated

Newport Beach, CA
04/2025 → Present

Bank Of America, N.A.

Newport Beach, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-04-25
S63	Uniform Securities Agent State Law Examination	2018-10-26

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