Gaganpreet Sohi
Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
1 stateRegistered 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 LLCJan 2025 to now
- JPMorgan Chase Bank, N.A.Jan 2025 to now
- Charles Schwab & Co., Inc.Feb 2023 to Jan 2025
- Charles Schwab Bank, SsbFeb 2023 to Jan 2025
- MindlanceSep 2022 to Feb 2023
- UnemploymentOct 2020 to Aug 2022
- Dillards IncFeb 2020 to Sep 2020
- Compass Group USAOct 2019 to Jul 2020
- Dunkin DonutsAug 2018 to Jan 2019
- JusticeMay 2018 to Feb 2020
- Tropical SmoothieMay 2017 to May 2018
- UnemployedJan 2015 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7695767
- Firm CRD
- 79