Jason Sadeghbeigi

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-03-20

Branch Locations

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

Organization	City	State	From	To
J.P Morgan Securities Llc.	Los Angeles	CA	05/2012	03/2018
J.P Morgan Chase Bank	Los Angeles	CA	04/2012	03/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Los Angeles	CA	03/2018	05/2020
Bank Of America, N.A.	Los Angeles	CA	05/2018	05/2020
Unemployed	Houston	TX	05/2020	10/2020
Citigroup	Houston	TX	10/2020	03/2026
Morgan Stanley Smith Barney Llc	Austin	TX	03/2026	Present
Morgan Stanley Private Bank, N.A	New York	NY	05/2026	Present

05/2012 → 03/2018

J.P Morgan Securities Llc.

Los Angeles, CA
04/2012 → 03/2018

J.P Morgan Chase Bank

Los Angeles, CA
03/2018 → 05/2020

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Los Angeles, CA
05/2018 → 05/2020

Bank Of America, N.A.

Los Angeles, CA
05/2020 → 10/2020

Unemployed

Houston, TX
10/2020 → 03/2026

Citigroup

Houston, TX
03/2026 → Present

Morgan Stanley Smith Barney Llc

Austin, TX
05/2026 → Present

Morgan Stanley Private Bank, N.A

New York, NY

2020-10-28 → 2026-03-20

Citigroup Global Markets Inc.

Bellaire, TX

Houston, TX

Denver, CO

Houston, TX
2018-04-30 → 2020-05-18

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Los Angeles, CA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-04-27
S63	Uniform Securities Agent State Law Examination	2012-08-21

Other Firms