RBC Capital Markets
47yrs
Top 1% by experience in Omaha
8yrs
Aneel Qaiser
Financial advisor at J.p. Morgan Securities
Based in Omaha, Nebraska, Aneel Qaiser is a fiduciary financial advisor with 8 years of industry experience. Aneel has been with J.p. Morgan Securities since 2023; before that, Aneel spent three years at Wells Fargo Advisors. J.p. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 1872 advisors with offices in Omaha, and one of 1744 fiduciaries.
At a glance
Experience8 years (since 2019)
How that compares ?8 years in the industry
Office7806 Dodge St, Omaha, NE 68114
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
- 2023 – nowJ.p. Morgan Securities LLCCurrent firm
- 2019 – 2021Wells Fargo Clearing Services, LLCPreviously
Questions to ask Aneel
Tailored to Aneel’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
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About Aneel
How do I contact Aneel?
Call J.p. Morgan Securities at 800-999-2000 and ask for Aneel Qaiser. Aneel works from the Omaha, NE office.
How long has Aneel been a financial advisor?
Aneel has been in the industry since 2019, about 8 years. 8 years in the industry.
What licenses does Aneel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Aneel a fiduciary?
Aneel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Aneel paid?
J.p. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Aneel for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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