The Sullivan Group
33yrs
Top advisor by experience in Menifee
13yrs
Mobin Mohsini
Financial advisor at J.P. Morgan Securities
Mobin Mohsini is a fiduciary financial advisor in Menifee, California, with 13 years in the industry. Mobin joined J.P. Morgan Securities in 2018, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.
One of 20 advisors with offices in Menifee, and one of 20 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 63% of advisors at J.P. Morgan Securities
Office30032 Haun Rd, Menifee, CA 92584
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Mobin
(800) 999-2000Firm headquarters in New York, NY. Ask for Mobin. 30032 Haun RdMenifee, CA 92584Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Mobin
Tailored to Mobin’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mobin
How do I contact Mobin?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Mobin Mohsini. Mobin works from the Menifee, CA office.
How long has Mobin been a financial advisor?
Mobin has been in the industry since 2013, about 13 years. More experience than 63% of advisors at J.P. Morgan Securities.
What licenses does Mobin hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Mobin a fiduciary?
Mobin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mobin paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Mobin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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