Neha Bhardwaj
Investment adviser representative at J.P. Morgan Securities LLC
14 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Neha Bhardwaj? 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
14 years in the industry.
- J.P. Morgan Securities LLCJun 2022 to now
- University of PennsylvaniaSep 2021 to May 2022
- Wells Fargo SecuritiesJun 2021 to Aug 2021
- University of PennsylvaniaAug 2020 to May 2021
- Sqn InvestorsJun 2020 to Jul 2020
- University of PennsylvaniaSep 2019 to May 2020
- Novus Partners, Inc.Jun 2019 to Aug 2019
- University of PennsylvaniaAug 2018 to May 2019
- UnemployedJun 2012 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7582526
- Firm CRD
- 79