Shana Mohsen
Shana Mohsen is a registered investment advisor at J.P. Morgan Securities LLC, based in Calabasas, CA, with 14 years of industry experience. Shana is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.60% |
| $250K+ | 0.50% |
Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.
Fee Estimator
Location
23703 Calabasas Road, Calabasas, CA, 91302
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2023Other Business Activities
Shana owns rental real estate property since 2015, dedicating minimal time to it. This activity is investment-related.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Chase Investment Services CORP.Broker
State Registrations10 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
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