Saroj Taengkaew

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 06/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Escondido, CA
• 09/2014 → 06/2024
  Bank Of America, N.A.
  Escondido, CA
• 09/2022 → 01/2024
  The Vegan Spot
  Temecula, CA
• 09/2022 → 12/2022
  Vegan Power
  Winchester, CA
• 04/2024 → 09/2024
  Uber
  San Francisco, CA
• 04/2024 → 09/2024
  Lyft
  San Francisco, CA
• 04/2024 → 09/2024
  Eddy Express
  Murrieta, CA
• 06/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Irvine, CA
• 06/2024 → Present
  J.P. Morgan Securities Llc
  Irvine, CA

Previous Registrations

• 2014-09-10 → 2024-06-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hemet, CA
  Hemet, CA
  Riverside, CA
  Escondido, CA
  Escondido, CA
  Murrieta, CA
  Menifee, CA
  Winchester, CA
  Temecula, CA
• 2013-01-10 → 2014-09-04
  Wells Fargo Clearing Services, Llc
  San Diego, CA
• 2012-01-04 → 2013-01-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bonsall, CA

Exams

• S66 Uniform Combined State Law Examination
  2012-01-03
• S63 Uniform Securities Agent State Law Examination
  2006-12-29

Other Names

• Saroj Taengkaew
• Saroj Taengkaew
• Eddy Saroj Taengkaew
• Eddy Taengkaew
• Eddy Saroj Taengkaew