Patrick N Moonga
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.
- J.P. Morgan Securities LLCJun 2025 to now
- JPMorgan Chase Bank, N.A.Jun 2025 to now
- Over Flow Communication Solutions LLCApr 2021 to now
- P2 Food Deliveries LLCJun 2017 to now
- Wells Fargo Bank, NAOct 2022 to Jun 2025
- Wells Fargo Clearing Services, LLCOct 2022 to Jun 2025
- Oneaz Credit UnionAug 2021 to Jul 2022
- J.P. Morgan Securities LLCJan 2020 to Jul 2021
- JPMorgan Chase Bank, N.A.Jan 2020 to Jul 2021
- P2 Virtual Call CenterJan 2016 to Dec 2019
- Citigroup/citibankJan 2015 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7223151
- Firm CRD
- 79