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Hardik Kansara

Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
2 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

11 years in the industry.

  1. J.P. Morgan Securities LLCSep 2022 to now
  2. J. P. Morgan Chase Bank N. A.Aug 2022 to now
  3. J. P. Morgan Securities LLCAug 2022 to now
  4. Bank of America, N.A.Dec 2021 to Aug 2022
  5. Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2021 to Aug 2022
  6. UnemploymentJul 2021 to Nov 2021
  7. Bank of America, N.A.Jan 2020 to Jun 2021
  8. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2020 to Jun 2021
  9. UnemployedNov 2019 to Dec 2019
  10. Best BuyOct 2018 to Oct 2019
  11. UnemployedSep 2018 to Sep 2018
  12. Medical School of SilesiaOct 2015 to Aug 2018

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 2 states (GA, 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
7217938
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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