Tarek El Mehelmy

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

• 01/2022 → 11/2024
  Galliott Capital Advisors
  Beverly Hills, CA
• 01/2021 → 12/2021
  Cloud Kitchens
  Los Angeles, CA
• 09/2017 → 05/2020
  Babson College
  Wellesley, MA
• 06/2020 → 12/2020
  Unemployed
  Boston, MA
• 11/2014 → 08/2017
  Unemployed
  Boston, MA
• 11/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Los Angeles, CA
• 11/2024 → Present
  J.P. Morgan Securities Llc
  Los Angeles, CA

Previous Registrations

• 2024-02-12 → 2024-12-17
  Galliott Capital Advisors, Llc
  Beverly Hills, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-01-09
• S65 Uniform Investment Adviser Law Examination
  2024-02-10

Other Names

• Tarek Ahmed Elmehelmy