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Joshua J Khokhar

Santara Wealth Management LLC

San Diego, CA

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Current Employers
Santara Wealth Management Llc

350 10Th Avenue Suite 1000, San Diego, CA 92101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-02-03
TX RA APPROVED 2025-02-03
  • CA RA
    APPROVED
    Since 2025-02-03
  • TX RA
    APPROVED
    Since 2025-02-03

Branch Locations

350 10Th Avenue Suite 1000, San Diego, CA 92101 • 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
Jp Morgan Chase Na New York NY 03/2008 10/2021
J.P. Morgan Securities Llc Woodhaven NY 10/2012 10/2021
Axxcess Wealth Management, Llc San Diego CA 10/2021 12/2024
Santara Wealth Management Llc San Diego CA 12/2024 Present
Previous Registrations
  • 2022-01-04 → 2025-02-03
    Carlsbad, CA
    San Diego, CA
    San Diego, CA
  • 2021-10-29 → 2021-12-31
    San Diego, CA
    Carlsbad, CA
  • 2012-10-01 → 2021-10-30
    Woodhaven, NY
    Forest Hills, NY
    Middle Village, NY
    San Diego, CA
    San Diego, CA
    Maspeth, NY
    Glendale, NY
    Forest Hills, NY
    Glendale, NY
    Woodhaven, NY
    San Diego, CA
    San Diego, CA
    San Diego, CA
  • 2011-03-28 → 2012-10-01
    Chase Investment Services Corp.
    Howard Beach, NY
    Forest Hills, NY
    Woodhaven, NY
    Glendale, NY
    Forest Hills, NY
    Howard Beach, NY
    Woodhaven, NY
Other Businesses

1) Providence Wealth Management; Investment-Related; 9255 Towne Centre Dr., Suite 805, San Diego, CA 92121; Owner of holding company for investment advisory business; Started 09/2023 2) J & R Rentals LLC; Is the business investment related: No; 8589 Hopseed Lane San Diego CA 92129 USA; Description of the business: Single/Multi Family rentals ;Position Title: Owner; Start date with business: 2025-11-0; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 1;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-24
S63 Uniform Securities Agent State Law Examination 2008-04-25
  • S65 Uniform Investment Adviser Law Examination
    2011-03-24
  • S63 Uniform Securities Agent State Law Examination
    2008-04-25
Designations

View on SEC IAPD

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