Shefali Sangappa
Investment adviser representative at J.P. Morgan Securities LLC
10 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
10 years in the industry.
- J.P. Morgan Securities LLCSep 2024 to now
- JPMorgan Chase Bank, NAJul 2024 to now
- JPMorgan Securities LLCJul 2024 to now
- UnemployedJun 2024 to Jun 2024
- JPMorgan Chase Bank, NAJun 2023 to Aug 2023
- CitigroupJun 2022 to Aug 2022
- American Eagle Outfitters, IncJun 2021 to Jan 2022
- Ckc Capital LLCMay 2021 to Jul 2021
- Indiana University, BloomingtonAug 2020 to May 2024
- Kumon Math and Reading Center of Morganville (eyeq Achievers)Sep 2016 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7939731
- Firm CRD
- 79