Mohammed Zaidi

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

• 01/2024 → 02/2025
  Equitable Advisors, Llc.
  Melville, NY
• 06/2023 → 07/2023
  Barker Consulting
  New York, NY
• 08/2021 → 10/2021
  The Vitamin Shoppe
  Huntington, NY
• 03/2025 → Present
  J.P. Morgan Securities Llc
  Franklin Square, NY
• 03/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Franklin Square, NY
• 02/2024 → 02/2025
  Equitable Financial Life Insurance Co.
  Melville, NY
• 06/2023 → 07/2023
  Ibex Consulting Inc
  New York, NY
• 06/2021 → 06/2021
  Amazon.cOm, Inc
  New York, NY
• 03/2015 → 05/2021
  Unemployed
  Syosset, NY
• 07/2021 → 07/2021
  Unemployed
  Syosset, NY
• 11/2021 → 05/2023
  Unemployed
  Syosset, NY
• 08/2023 → 12/2023
  Unemployed
  Syosset, NY

Previous Registrations

• 2024-05-21 → 2025-02-14
  Equitable Advisors, Llc
  Melville, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-05-17

Other Names

• Mohammed Zaidi
• Mo Zaidi
• Moiz Zaidi
• Mohammed Zaidi
• Mohammed Moiz Zaidi