Rima Alobaidi

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

• 06/2019 → 05/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 05/2019 → 06/2019
  Ameris Bank
  Summerville, SC
• 08/2013 → 04/2019
  Wells Fargo Bank
  Summerville, SC
• 06/2019 → 05/2025
  Bank Of America, N.A.
  Dallas, TX
• 05/2025 → Present
  J.P. Morgan Securities Llc
  Mckinney, TX
• 05/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Mckinney, TX

Previous Registrations

• 2020-03-05 → 2025-06-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Pleasant, SC
  New York, NY
  Frisco, TX
  Dallas, TX
  Dallas, TX
  Mckinney, TX

Exams

• S66 Uniform Combined State Law Examination
  2020-03-04

Other Names

• Rima Irene Hall
• Rima Irene Andrzejewski
• Rima Alobaidi
• Rima Irene Alobaidi
• Rima I Ramsey
• Rima Andrzejewski
• Rima Hall
• Rina I Hall
• Rima Ramsey
• Rima I Alobaidi