Rohit Pupalla
Investment adviser representative at J.P. Morgan Securities LLC
12 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Rohit Pupalla? 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
12 years in the industry.
- J.P. Morgan Securities LLCAug 2024 to now
- Bank of America/merrill LynchJul 2022 to Jul 2024
- UnemployedSep 2021 to Jun 2022
- Bank of America/merrill LynchJun 2021 to Aug 2021
- UnemployedAug 2019 to May 2021
- International Services IncorporatedJun 2019 to Jul 2019
- Win-kelSep 2018 to May 2019
- UnemployedAug 2018 to Aug 2018
- Nic's Organic Fast FoodJun 2018 to Jul 2018
- UnemployedAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7390554
- Firm CRD
- 79