Purav Shah
Investment adviser representative at J.P. Morgan Securities LLC
19 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Purav Shah? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Indiaspora.orgMay 2025 to now
- J.P. Morgan Securities LLCJan 2023 to now
- JPMorgan Chase Bank, NAOct 2022 to now
- JPMorgan Securities LLCOct 2022 to now
- Odz Management LLCMay 2022 to Aug 2022
- Dezerv Investments Private LimitedAug 2021 to Sep 2022
- Motilal OswalApr 2021 to Jul 2021
- UnemploymentMar 2021 to Mar 2021
- Iifl Wealth & Asset Management LtdJan 2018 to Feb 2021
- UnemploymentDec 2017 to Dec 2017
- UBS Financial Services IncNov 2007 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2014
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4955321
- Firm CRD
- 79