Silicon Private Wealth
40yrs
Top advisor by experience in Fremont
4yrs
Jawad Ehsanyar
Financial advisor at Morling Financial Advisors
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office39355 California Street Suite 201a, Fremont, CA 94538
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Morling Financial Advisors
Financial planningInvestment management for individuals and small businessesRetirement 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.
Uniform Investment Adviser Law Examination
Career
- 2023 – nowMorling Financial Advisors, LLCCurrent firm
Questions to ask Jawad
Tailored to Jawad’s registration and firm.
- 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 Jawad
How do I contact Jawad?
Call Morling Financial Advisors at 844-667-5464 and ask for Jawad Ehsanyar. Jawad works from the Fremont, CA office.
How long has Jawad been a financial advisor?
Jawad has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Jawad hold?
Series 65. Tap any license on this page to see what it allows.
Is Jawad a fiduciary?
Jawad is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jawad paid?
Morling Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jawad 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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