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Mohamed Abdalnaby

J.P. Morgan Securities LLC

Newport Coast, CA

CRD 6854818

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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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-02-03
CA RA APPROVED 2022-06-21
  • TX RA
    APPROVED
    Since 2023-02-03
  • CA RA
    APPROVED
    Since 2022-06-21

Branch Locations

8056 E Coast Hwy, Newport Coast, CA 92657 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beltone Financial Holding Giza 06/2015 12/2016
Naeem Brokerage Giza 01/2017 11/2017
Axa Advisors, Llc Irving CA 09/2017 03/2018
J.P. Morgan Securities Llc Newport Coast CA 02/2019 Present
Jpmorgan Chase Bank, N.A. Newport Coast CA 02/2019 Present
Target Irving CA 11/2018 01/2019
Axa Advisors, Llc Irving CA 09/2017 11/2018
  • 06/2015 → 12/2016
    Beltone Financial Holding
    Giza
  • 01/2017 → 11/2017
    Naeem Brokerage
    Giza
  • 09/2017 → 03/2018
    Axa Advisors, Llc
    Irving, CA
  • 02/2019 → Present
    J.P. Morgan Securities Llc
    Newport Coast, CA
  • 02/2019 → Present
    Jpmorgan Chase Bank, N.A.
    Newport Coast, CA
  • 11/2018 → 01/2019
    Target
    Irving, CA
  • 09/2017 → 11/2018
    Axa Advisors, Llc
    Irving, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-10
S63 Uniform Securities Agent State Law Examination 2019-04-23
  • S66 Uniform Combined State Law Examination
    2021-09-10
  • S63 Uniform Securities Agent State Law Examination
    2019-04-23
Other Names
  • Mohamed Ismael Abdelnaby
  • Mohmaed Abdalnaby
  • Mohamed Abdalnaby
  • Mohamed Abdalnay
  • Ismael Abdalnaby
  • Mohamed Ismaelm Abdalnaby
  • Mohamed I Abdalnaby
  • Mohamed Ismael Abdalnaby

View on SEC IAPD

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