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Deevana Kumar Palazzolo

J.P. Morgan Securities LLC

New York, NY

CRD 4587812

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Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-03-08
TX RA APPROVED 2024-03-08
  • NY RA
    APPROVED
    Since 2024-03-08
  • TX RA
    APPROVED
    Since 2024-03-08

Branch Locations

270 Park Avenue 22Nd And 23Rd Floors, New York, NY 10017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Securities Llc New York NY 06/2002 Present
Jpmorgan Chase Bank Na New York NY 11/2007 Present
Simply Soleil Llc New York NY 08/2024 Present
  • 06/2002 → Present
    Jpmorgan Securities Llc
    New York, NY
  • 11/2007 → Present
    Jpmorgan Chase Bank Na
    New York, NY
  • 08/2024 → Present
    Simply Soleil Llc
    New York, NY
Other Businesses

Entity Name: Simply Soleil LLC Investment related: No Address: I have a small textile business that I'm starting where I have sourced handmade cosmetic and hot water bottle bags made from block prints in Inda. New York New York 10025 Nature of the other business: Textile Position/Title/Relationship: Owner/Partner Start Date: 08/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: As a small business owner, i will be selling these items to friends and family for gifts and tokens.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-22
S63 Uniform Securities Agent State Law Examination 2003-03-17
  • S65 Uniform Investment Adviser Law Examination
    2023-12-22
  • S63 Uniform Securities Agent State Law Examination
    2003-03-17
Other Names
  • Deevana Nirmala Kumar

View on SEC IAPD

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