Javaid Ansari is a CFP-designated registered investment advisor, based in Newport Beach, CA, with 21 years of industry experience. Javaid is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1801 Dove Street, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Javaid is registered with Compak Asset Management as an investment advisor and with Compak Securities as a registered representative.
Employment History
Current Registrations
Compak Securities, INC.Broker
Compak Asset Management
Previous Registrations
Roth Capital Partners, LLCBroker
Compak Securities, INC.Broker
Compak Asset Management
Compak Securities, INC.Broker
Compak Asset Management
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Michael Hu, CFPSeia
- John Kostic, CFPTurner Financial Group, INC.
- Brian Mercado, CFPPrivate Advisor Group, LLC
- Yachen Sun, CFPWells Fargo Advisors
- Mark Mowrey, CFASignature Resources Capital Management, LLC
- Scott Mcewan, CFPMorgan Stanley