Naysan Vahdat

CRD 7005851 · J.P. Morgan Securities LLC · Irvine, CA

IA RegisteredBroker

Also appears in the source record as: Naysan F Vahdat; Naysan Frederick Vahdat; Naysan Vahdat

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): Series 7TOSIESeries 66
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): 7
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 (12)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
Irvine, CA · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Irvine, CA · BC capacity

start not retrieved → present
Morgan Stanley
Irvine, CA · IA capacity

Sep 5, 2023 → Dec 12, 2024
Morgan Stanley
Irvine, CA · BC capacity

Sep 5, 2023 → Dec 12, 2024
E*trade Capital Management, LLC
Irvine, CA · IA capacity

May 9, 2023 → Sep 5, 2023
E*trade Securities LLC
Irvine, CA · BC capacity

May 9, 2023 → Sep 5, 2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ladera Ranch, CA · IA capacity

Nov 10, 2022 → Apr 27, 2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ladera Ranch, CA · BC capacity

Nov 10, 2022 → Apr 27, 2023
Goldman Sachs Ayco Personal Financial Management
Newport Beach, CA · IA capacity

Oct 14, 2021 → Oct 28, 2022
Goldman Sachs & Co. LLC
Newport Beach, CA · BC capacity

Oct 14, 2021 → Oct 28, 2022
Wells Fargo Clearing Services, LLC
San Clemente, CA · IA capacity

Jun 2, 2020 → Mar 8, 2021
Wells Fargo Clearing Services, LLC
San Clemente, CA · BC capacity

Jun 2, 2020 → Mar 8, 2021

Source & corrections

Where this page comes from

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