Jashanpreet Singh
Investment adviser representative at J.P. Morgan Securities LLC
10 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
10 years in the industry.
- J.P. Morgan Securities LLCApr 2026 to now
- JPMorgan Chase Bank, N.A.Apr 2026 to now
- Eastern Advisory GroupMar 2026 to Apr 2026
- Equitable Advisors, LLCNov 2025 to Mar 2026
- Equitable Financial Life InsuranceNov 2025 to Mar 2026
- Cvs PharmacyAug 2022 to Dec 2025
- Jkdella Sales Dimensions, Inc.Jul 2022 to Feb 2023
- Amerivents UBS ArenaJan 2022 to Dec 2022
- UnemployedSep 2021 to Jan 2022
- Pierce Day Country CampJul 2021 to Aug 2021
- UnemployedApr 2016 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8185046
- Firm CRD
- 79