Majid El Kantar

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 11/2014 → 02/2017
  Jp Morgan Securities Llc
  Irvine, CA
• 11/2014 → 02/2017
  Jp Morgan Chase Bank
  Irvine, CA
• 02/2017 → 05/2023
  Jp Morgan Chase Bank, N.A.
  Irvine, CA
• 05/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Irvine, CA
• 06/2023 → Present
  Bank Of America, N.A.
  Irvine, CA

Previous Registrations

• 2021-08-12 → 2023-05-31
  J.P. Morgan Securities Llc
  Irvine, CA
  Irvine, CA
  Irvine, CA

Exams

• S66 Uniform Combined State Law Examination
  2021-02-18
• S63 Uniform Securities Agent State Law Examination
  2014-12-30

Other Names

• Majid El Kantar
• Majid El Kantar
• Majid Elkantar
• Majid Kantar