MN
MN
Masood Niazi
8 Years of Experience
San Francisco, CA
2 DisclosuresBroker
Masood Niazi is a registered investment advisor at J.P. Morgan Securities LLC, based in San Francisco, CA, with 8 years of industry experience. Masood 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
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 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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
One Front Street, San Francisco, CA, 94111
Get directionsHistory
Regulatory History (2)
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.
Financial
July 2020Final
Financial
October 2019Final
Employment History
Current Registrations
J.P. Morgan Securities LLC
September 2025 - Present · 1 yr 1 mo
J.P. Morgan Securities LLCBroker
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Citigroup Global Markets INC.
August 2023 - September 2025 · 2 yrs 1 mo
Citigroup Global Markets INC.Broker
July 2023 - September 2025 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2022 - June 2023 · 1 yr 4 mos
J.P. Morgan Securities LLCBroker
October 2016 - March 2020 · 3 yrs 5 mos
U.S. Securities, Intl. CORP.Broker
January 2015 - December 2015 · 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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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