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Khalil Oweimer

J.P. Morgan Securities LLC

San Francisco, CA

CRD 8013456

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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 2025-07-31
TX RA APPROVED 2025-07-31
  • CA RA
    APPROVED
    Since 2025-07-31
  • TX RA
    APPROVED
    Since 2025-07-31

Branch Locations

560 Mission St Floor 22, San Francisco, CA 94105 • 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. San Francisco CA 12/2023 Present
J.P. Morgan Securities Llc San Francisco CA 11/2024 Present
First Republikc Bank San Francisco CA 04/2022 06/2023
Shift Technologies San Francisco CA 03/2021 03/2022
Sam'S Auto Sales Fresno CA 10/2014 01/2021
California State University Fresno CA 08/2017 12/2019
Unemployed Fresno CA 02/2021 02/2021
Unemployed San Francisco CA 07/2023 11/2023
  • 12/2023 → Present
    Jpmorgan Chase Bank, N.A.
    San Francisco, CA
  • 11/2024 → Present
    J.P. Morgan Securities Llc
    San Francisco, CA
  • 04/2022 → 06/2023
    First Republikc Bank
    San Francisco, CA
  • 03/2021 → 03/2022
    Shift Technologies
    San Francisco, CA
  • 10/2014 → 01/2021
    Sam'S Auto Sales
    Fresno, CA
  • 08/2017 → 12/2019
    California State University
    Fresno, CA
  • 02/2021 → 02/2021
    Unemployed
    Fresno, CA
  • 07/2023 → 11/2023
    Unemployed
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-31
  • S66 Uniform Combined State Law Examination
    2025-07-31

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

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