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JM

James O. Mohamdein

SOCIAL JUSTICE CAPITAL LLC
BETHLEHEM, PA
Some features on this profile are disabled
CRD#: 7404561
JM

Professional summary


James Omar Mohamdein, who also goes by James Omar Mohamdein, James Mohamdein, Jamie Mohamdein, is a registered financial advisor currently at SOCIAL JUSTICE CAPITAL LLC located in Bethlehem, Pennsylvania.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. James has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


James Omar Mohamdein | James Mohamdein | Jamie Mohamdein

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OBA-97657|OrgNmn:Self Employed/Independent Contractor|Org Addr:Allentown,Pennsylvan,US|OBA Nature:Actor/Musician|Invst Rel:N|Title:Independent Contractor|Duties:Actor/Musician|StrtDt:05-01-10|TotHrs/mon:25|TrdHrs/mon:0|OBA-99984|OrgNmn:Self Employed/Independent Contractor|Org Addr:Allentown,Pennsylvan,US|OBA Nature:Sales of Solar Panel Systems|Invst Rel:N|Title:Independent Contractor|Duties:Sales of Solar Panel Systems|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view James Omar Mohamdein's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 21, 2025 - Present

SOCIAL JUSTICE CAPITAL LLC

RIA
CRD#: 333569
BETHLEHEM, PA
Past

May 3, 2024 - January 21, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
ALLENTOWN, PA
Past

April 10, 2023 - January 21, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI
Past

September 1, 2021 - March 21, 2023

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(1/21/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/24/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/1/2021
General Securities Representative Examination
General Industry/Product Exam

Current Firm


SJ
SOCIAL JUSTICE CAPITAL LLC
SOCIAL JUSTICE CAPITAL LLC

CRD#: 333569 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (1/21/2025 Approved)
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Contact information


Main Address
Bethlehem, PA
Mailing Address
Phone number
(610) 906-4515
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SOCIAL JUSTICE CAPITAL LLC

CRD#: 333569Bethlehem, PA

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