Waheed Ahmed

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

• 02/2010 → 09/2024
  Jpmorgan Chase Bank
  New York, NY
• 10/2011 → 04/2022
  Yellow Cab Transportation
  Staten Island, NY
• 10/2012 → 09/2024
  J.P. Morgan Securities Llc
  New York, NY
• 11/2015 → Present
  Self
  Staten Island, NY
• 09/2024 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 09/2024 → Present
  Jpmorgan Chase Bank
  New York, NY

Other Businesses

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 11/15/2015 ADDRESS: 151 Staten Island, NY DETAILS: BUYING REAL ESTATE FOR THE PURPOSE OF RENTING THEM OUT. INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 5-8 HOURS DURING TRADING: 2-3 HOURS AT WEEKEND

Exams

• S66 Uniform Combined State Law Examination
  2021-12-20
• S63 Uniform Securities Agent State Law Examination
  2010-03-19