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Rida Zubair

Advisor at J.P. Morgan Securities

Updated today

Location

Somerset, NJ 08873

Credentials

Series 63, Series 66

Industry experience

7 years

About

Rida Zubair is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining J.P. Morgan Securities, Rida worked at Merrill, Fidelity Investments, The Vanguard Group, Janney Montgomery Scott, and Morgan Stanley Smith Barney. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain decision-making authority.

Client services

Based on J.P. Morgan Securities

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on J.P. Morgan Securities

Wealth management

Occupation focus

Based on J.P. Morgan Securities

Executive Founder/Business Owner

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Fee options

Percentage

$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable

Other

Account minimum: $25 million

Location

940 Easton Ave.

Somerset, NJ 08873

Most active in

Texas

Work history

JPMorgan Chase BAnk, N.A.

2024 - Present (2 years)

J.P. Morgan Securities

2024 - Present (2 years)

Merrill

2022 - 2024 (2 years)

Unemployed

2022 - 2022 (1 year)

Fidelity Investments

2021 - 2022 (1 year)

Merrill

2019 - 2021 (2 years)

Unemployed

2019 - 2019 (1 year)

The Vanguard Group, Inc.

2018 - 2019 (1 year)

Unemployed

2017 - 2018 (1 year)

Janney Montgomery Scott

2016 - 2017 (1 year)

Unemployed

2016 - 2016 (1 year)

Morgan Stanley Smith Barney LLC

2016 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Damian M

Series 63, Series 65

North Plainfield, NJ

Hillgate Financial, LLC

Damian Mbadugha is the sole advisor at Hillgate Financial, LLC, a New Jersey-registered investment adviser. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he is registered as a commodities trading advisor, and works as an insurance agent and tax preparer, focusing on research during weekends. Hillgate Financial provides discretionary investment supervisory services to individuals, trusts, and estates, applying modern portfolio theory to build diversified portfolios primarily using passively managed funds and ETFs. The firm emphasizes tax-aware strategies and manages a historically significant asset base with a focus on individualized client portfolios.

Passive / index investing
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Chirag S

Series 65

Marlboro, NJ

CNIV Financial Planning LLC

Chirag Surti is a financial advisor at CNIV Financial Planning LLC with a Series 65 designation and two years of industry experience. He is also an Associate Professor at Rider University, where he teaches business courses and conducts research. In addition to his advisory role, he offers educational seminars and consulting services related to financial planning through his business, IV Educational Ventures. CNIV Financial Planning LLC provides hourly, fee-only investment advice to individuals, families, retirement plan sponsors, nonprofit trustees, and other advisers. The firm follows a passive, long-term investment approach focused on low-cost index funds and ETFs, offering advice without managing or holding client assets.

Passive / index investing
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Matthew W

Series 65

Colonia, NJ

WRIGHT Investment Partners LLC

Matthew Wright is the principal and sole advisor at WRIGHT Investment Partners LLC, with eight years of industry experience. He holds a Series 65 designation and previously worked as a private investor for five years before founding his firm in 2016. Outside of advisory work, he is a principal in a business that owns a small Class C office building. WRIGHT Investment Partners LLC provides portfolio management services to individual and high net worth clients, focusing on personalized Investment Policy Statements and discretionary management. The firm uses a combination of fundamental and quantitative analysis with a long-term trading approach, offering a range of investment products and conducting at least monthly account reviews.

Annuities
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Michael G

Series 66

Elizabeth, NJ

Luxe Capital Management Inc.

Michael Godeanu is a financial advisor at Luxe Capital Management Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at Singer Wealth Advisors LLC, Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and AXA Advisors, LLC. Outside of finance, he is the owner of Berzerk Fitness LLC, an e-commerce retail business, and has served as an on-ice hockey official for USA Hockey since 2004. Luxe Capital Management, founded in 2024, provides portfolio management, financial planning, retirement plan consulting, and adviser selection services to individual and institutional clients. The firm employs a multi-method investment approach combining fundamental, technical, and cyclical analysis, and manages accounts using long-term, short-term, and trading strategies, typically on a discretionary basis.

Passive / index investing
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Jerrold T

Series 65

Highland Park, NJ

Parkview Capital Management

Jerrold Trub is a financial advisor at Parkview Capital Management with 19 years of industry experience. He holds a Series 65 designation and has worked at the New York Metropolitan Transit Authority since 1993, where he serves as a Director of a business unit conducting operational reviews. Parkview Capital Management primarily serves individual clients, offering discretionary investment advisory services along with financial planning and consulting. The firm’s investment approach centers on fundamental equity analysis supplemented by option-based overlays, including the use of LEAPS and covered-call writing, which is a distinguishing feature of their portfolio management.

Options & derivatives strategies Active portfolio management
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Nitin A

Series 65

Bridgewater, NJ

GA Advisors LLC

Nitin Apte is a financial advisor at GA Advisors LLC in Bridgewater, NJ, with eight years of industry experience. He holds a Series 65 designation and previously worked at Azul Systems Inc and Credit Carbon Inc for seven years each. He serves as Chair of the Investment Committee for the nonprofit organization Marathi Vishwa of New Jersey. GA Advisors LLC provides personalized investment advice and discretionary portfolio management to individual clients, focusing on global equity and fixed income markets. The firm employs an asset-allocation model adjusted for market conditions, utilizing mutual funds, ETFs, and occasionally individual securities, along with options trading, supported by regular research and account monitoring.

Wealth management Active portfolio management Retirement income strategy College savings (529s, UTMA, etc.)
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