Mehrdad Varzi

CRD 1596862 · J.P. Morgan Securities LLC · Atlanta, GA

IA RegisteredBroker

Also appears in the source record as: Michael Varzi; Mike Varzi; Nehrdad Varzi

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): SIESeries 31Series 3Series 7Series 65Series 63
Registered states (53): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 39
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: J.P. Morgan Securities LLC
Firm CRD: 79
SEC number: 801-3702
Assets under management: $429.7B as of Jun 30, 2026
Website: wealthpartners.jpmorgan.com ↗
Phone: 800-999-2000
Firm location: New York, NY, 10017

Employment history (11)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
Atlanta, GA · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Atlanta, GA · BC capacity

start not retrieved → present
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Atlanta, GA · IA capacity

Nov 7, 2008 → Apr 27, 2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Atlanta, GA · BC capacity

Nov 7, 2008 → Apr 27, 2023
Morgan Stanley & Co. Incorporated
Atlanta, GA · IA capacity

Apr 2, 2007 → Nov 11, 2008
Morgan Stanley & Co. Incorporated
Atlanta, GA · BC capacity

Apr 2, 2007 → Nov 11, 2008
Morgan Stanley
Atlanta, GA · IA capacity

Nov 14, 2002 → Apr 2, 2007
Morgan Stanley Dw Inc.
Atlanta, GA · BC capacity

Jun 23, 2000 → Apr 2, 2007
Cibc World Markets Corp.
New York, NY · BC capacity

Aug 1, 1991 → Jul 14, 2000
Prudential Securities Incorporated
BC capacity

Aug 25, 1989 → Aug 7, 1991
Thomson Mckinnon Securities Inc.
New York, NY · BC capacity

Feb 3, 1989 → Aug 25, 1989

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 1596862 ↗ FINRA BrokerCheck record for CRD 1596862 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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