Jan
Mohamed

Securities America Advisors, Inc

CRD#821409
Investment Advisor
in Dallas, TX
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About this Advisor

Jan Mohamed is an investment advisor whose office is in Dallas, Texas. Currently an advisor with Securities America Advisors, Inc, they have accumulated an impressive 33 years of practice as a financial advisor. Mohamed has a Series 63 license, designating them as a securities broker. Mohamed is registered to work with investors in Texas. Mohamed has gained experience at Lpl Financial, Fsc Securities Corporation, Kma Financial Services, Brokers International Financial LLC, Securities America Inc and Securities America Advisors. Securities America Advisors, Inc is headquartered in Dallas, Texas, and has 1,238 locations in the United States. As an advisor firm, Securities America Advisors, Inc manages $22 billion in assets across 141,149 accounts and employs more than 1,875 people. The level of assets currently under the firm's management places it among the biggest firms in the United States. The firm manages 77,459 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 10% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Securities America Advisors, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

33 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

5210 Mckinney Ave Ste 300
Dallas, TX 75205

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$21,887,351,786

TX Average: $1,978,216,465
Total Number of Employees

1,992

TX Average: 226
Total Number of Accounts

154,747

TX Average: 7,467
Average Account Size

$141,440

TX Average: $264,928

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jan Mohamed Work History

Jan has 33 years of experience.

2015 - Present (4 years)

Securities America Inc

2015 - Present (4 years)

Securities America Advisors

1985 - Present (34 years)

Kma Financial Services

2012 - 2015 (3 years)

Brokers International Financial LLC

2010 - 2012 (2 years)

Lpl Financial

1985 - 2010 (25 years)

Fsc Securities Corporation

Disclosures

Jan Mohamed has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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