Muhammad Usmani

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

• 10/2021 → 01/2023
  Morgan Stanley
  Gilbert, AZ
• 11/2020 → 09/2021
  Infinia Search
  Kennett Square, PA
• 08/2020 → 11/2020
  Robert Half
  Chandler, AZ
• 01/2016 → 04/2021
  Memorial University Of Newfoundland
  St.JOhns
• 01/2023 → 07/2023
  Morgan Stanley
  Tempe, AZ
• 09/2023 → 03/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Gilbert, AZ
• 09/2023 → 03/2024
  Bank Of America, Na
  Gilbert, AZ
• 08/2023 → 08/2023
  Unemployed
  Gilbert, AZ
• 03/2024 → Present
  Jpmorgan Chase Bank, Na
  Tempe, AZ
• 03/2024 → Present
  Jpmorgan Securities Llc
  Tempe, AZ

Previous Registrations

• 2023-10-09 → 2024-03-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Gilbert, AZ
• 2022-10-11 → 2023-08-15
  Morgan Stanley
  Gilbert, AZ
  Tempe, AZ

Exams

• S66 Uniform Combined State Law Examination
  2022-10-07

Other Names

• Muhammad R Usmani
• Ribal Usmani
• Muhammad Ribal Usmani