Payam Haghani

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

• 11/2021 → Present
  Jpmorgan Chase Bank, N.A.
  Del Mar, CA
• 11/2021 → Present
  J.P. Morgan Securities Llc
  Del Mar, CA
• 01/2020 → 10/2021
  Bank Of America
  San Diego, CA
• 01/2019 → 12/2019
  Lyft
  San Diego, CA
• 01/2019 → 12/2019
  Uber
  San Diego, CA
• 07/2017 → 12/2019
  The Gap Coaching
  San Diego, CA
• 07/2016 → 07/2017
  National Restaurant Equipment
  Laurel, MD
• 10/2022 → 07/2024
  Ph Films Llc
  San Diego, CA
• 07/2024 → Present
  Persian Dreams
  San Diego, CA

Other Businesses

Entity Name: Persian Dreams Investment related: No Address: San Diego, CA, 92128 Nature of the other business: E-Commerce Position/Title/Relationship: Owner/Partner Start Date: 07/15/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Online retail store providing art crafts from around the world

Exams

• S66 Uniform Combined State Law Examination
  2025-06-23
• S63 Uniform Securities Agent State Law Examination
  2022-03-02