Upinder K Chandhok
Investment adviser representative at J.P. Morgan Securities LLC
13 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 yearsFirm in business
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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
13 years in the industry.
- J.P. Morgan Securities LLCFeb 2021 to now
- JPMorgan Securities LLCDec 2020 to now
- JP Morgan Chase BankOct 2020 to now
- Suntrust Advisory Services IncJul 2018 to Oct 2020
- Suntrust BankJul 2018 to Oct 2020
- Suntrust Investment Services IncJul 2018 to Oct 2020
- PNC Investments LLCDec 2015 to Jul 2018
- PNC BankNov 2013 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 5396269
- Firm CRD
- 79