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Sohrob Tehrani

J.P. Morgan Securities LLC

Walnut Creek, CA

CRD 7175628

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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
CA RA APPROVED 2022-06-06
  • CA RA
    APPROVED
    Since 2022-06-06

Branch Locations

2819 Ygnacio Valley Rd, Walnut Creek, CA 94598 • 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
Excel Basketball Camp Walnut Creek CA 06/2017 08/2017
Las Lomas High School Walnut Creek CA 08/2016 06/2019
Soraa Fremont CA 06/2018 08/2018
Aig Insurance Woodland Hills CA 08/2019 09/2020
Aig Capital Services, Inc Woodland Hills CA 09/2019 08/2020
Jpmorgan Chase Bank, N.A. Walnut Creek CA 03/2021 Present
J.P. Morgan Securities Llc Walnut Creek CA 03/2021 Present
Unemployed Walnut Creek CA 07/2019 07/2019
Unemployed Walnut Creek CA 10/2020 02/2021
  • 06/2017 → 08/2017
    Excel Basketball Camp
    Walnut Creek, CA
  • 08/2016 → 06/2019
    Las Lomas High School
    Walnut Creek, CA
  • 06/2018 → 08/2018
    Soraa
    Fremont, CA
  • 08/2019 → 09/2020
    Aig Insurance
    Woodland Hills, CA
  • 09/2019 → 08/2020
    Aig Capital Services, Inc
    Woodland Hills, CA
  • 03/2021 → Present
    Jpmorgan Chase Bank, N.A.
    Walnut Creek, CA
  • 03/2021 → Present
    J.P. Morgan Securities Llc
    Walnut Creek, CA
  • 07/2019 → 07/2019
    Unemployed
    Walnut Creek, CA
  • 10/2020 → 02/2021
    Unemployed
    Walnut Creek, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-25
S63 Uniform Securities Agent State Law Examination 2019-12-19
  • S66 Uniform Combined State Law Examination
    2022-04-25
  • S63 Uniform Securities Agent State Law Examination
    2019-12-19
Other Names
  • Rob Tehrani
  • Sohrob Tehrani

View on SEC IAPD

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