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Armin Samadi

J.P. Morgan Securities LLC
14 Years of Experience
Dallas, TX
1 DisclosureBroker
View SEC Summary
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Armin Samadi is a registered investment advisor at J.P. Morgan Securities LLC, based in Dallas, TX, with 14 years of industry experience. Armin 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.

J.P. Morgan Securities LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
14260 advisors
Number of Clients
1,246,646 clients
Average Client Portfolio
$345K average
Assets Under Management
$429.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K0.60%
$250K+0.50%

Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10729 Preston Road, Dallas, TX, 75230

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
January 2015
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Armin is an investor in ARMN, LLC, purchasing autos from auctions, dedicating a few hours per week. Armin also owns rental property, spending minimal time on tasks such as rent collection and property maintenance.

Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
November 2017 - Present · 8 yrs 11 mos
J.P. Morgan Securities LLC
November 2017 - Present · 8 yrs 11 mos
Previous Registrations
Advice and Planning Services
October 2014 - August 2017 · 2 yrs 10 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
December 2012 - August 2017 · 4 yrs 8 mos
Wells Fargo Advisors, LLC
November 2011 - November 2012 · 1 yr
Wells Fargo Advisors, LLCBroker
September 2011 - November 2012 · 1 yr 2 mos
State Registrations20 states
ARAZCACOCTFLGALAMDMONCNENJNYOKSDTNTXWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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