Joshua Jogwe
Investment adviser representative at J.P. Morgan Securities LLC
13 yearsExperience
3 statesRegistered 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.
- Oakland Roots and Soul Sports ClubSep 2023 to now
- J.P. Morgan Securities LLCJan 2023 to now
- JPMorgan Chase Bank, N.A.Jan 2023 to now
- Ez Buckets BasketballJul 2018 to now
- Capital Group Private Client Services, Inc.Jul 2021 to Dec 2022
- Prudential Insurance Company of AmericaMar 2019 to Jul 2021
- Pruco Securites, LLCOct 2018 to Jul 2021
- Prudential Financial - PrucoOct 2018 to Jul 2021
- Bsh Home AppliancesSep 2017 to Sep 2018
- City of Santa AnaJan 2016 to Sep 2017
- ClubcorpAug 2014 to Sep 2017
- University of California, IrvineSep 2013 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (AZ, 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
- 7054455
- Firm CRD
- 79