Saba C Jahanian

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → Present
  Bancwest Investment Services
  Santa Monica, CA
• 01/2016 → Present
  Bank Of The West
  Santa Monica, CA
• 07/2023 → Present
  Lpl Financial Llc
  Santa Monica, CA

Previous Registrations

• 2016-02-04 → 2023-07-19
  Bancwest Investment Services, Inc.
  Santa Monica, CA
  Culver City, CA
  Beverly Hills, CA
  Redondo Beach, CA
  Omaha, NE
• 2012-03-30 → 2016-02-05
  Morgan Stanley
  Woodland Hills, CA
  Woodland Hills, CA
• 2011-02-11 → 2012-01-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Woodland Hills, CA
  Encino, CA

Other Businesses

1. 07/31/2023 - BMO Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)

Exams

• S66 Uniform Combined State Law Examination
  2011-01-29

Other Names

• Cynthia Saba Jahanian
• Saba Cindy Jahanian
• Sheeba Saba Jahanian