Meghavi Damani Rosean
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Meghavi Damani Rosean? 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
10 years in the industry.
- JPMorgan Chase Bank, N.A.Dec 2020 to now
- J.P. Morgan Securities LLCJun 2018 to now
- JP Morgan Chase Bank, N.A.May 2018 to Feb 2019
- Citizens Securities, Inc.Dec 2017 to May 2018
- Citizens BankNov 2017 to May 2018
- Santander Bank NAAug 2016 to Nov 2017
- Santander Securities LLCAug 2016 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 5318239
- Firm CRD
- 79