Jagruti Makwana

Current Employers

Employment History

• 09/2013 → 03/2017
  Merrill Lynch, Pierce,Fenner & Smith Incorporated
  Seal Beach, CA
• 09/2013 → 03/2017
  Bank Of America, N.A.
  Seal Beach, CA
• 01/2019 → 12/2020
  Avantax Investment Services, Inc.
  La Jolla, CA
• 01/2019 → 12/2020
  Avantax Insurance Agency, Llc
  La Jolla, CA
• 01/2019 → 12/2020
  Avantax Advisory Services
  La Jolla, CA
• 03/2017 → 01/2019
  Unemployed
  Artesia, CA
• 01/2021 → 08/2025
  Jpmc Bank Na (Southwest)
  Seal Beach, CA
• 01/2021 → 08/2025
  J.P. Morgan Securities Llc
  Seal Beach, CA
• 08/2025 → 08/2025
  Citi Wealth Management
  Fountain Valley, CA
• 11/2025 → Present
  Lpl Financial
  Long Beach, CA
• 11/2025 → Present
  Southland Credit Union
  Long Beach, CA

Previous Registrations

• 2021-01-27 → 2025-08-05
  J.P. Morgan Securities Llc
  Buena Park, CA
  La Palma,, CA
  La Palma, CA
  Irvine, CA
  Seal Beach, CA
• 2019-01-30 → 2020-12-08
  Avantax Advisory Services
  La Jolla, CA
  San Diego, CA
• 2013-09-18 → 2017-03-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Seal Beach, CA
  Huntington Beach, CA
  Huntington Beach, CA
  Huntington Beach, CA
  Long Beach, CA
• 2011-03-15 → 2012-06-13
  Equitable Advisors, Llc
  Irvine, CA
• 2009-05-02 → 2010-02-23
  Chase Investment Services Corp.
  Los Alamitos, CA
• 2005-05-11 → 2009-05-02
  Wamu Investments, Inc.
  Los Alamitos, CA
  Los Alamitos, CA
• 2005-01-01 → 2005-02-23
  Ameriprise Financial Services, Llc
  Long Beach, CA

Other Businesses

1- 10/2025 / Investment products and services are offered through LPL Financial LLC using the DBA/trade name Southland Investment Services / Investment Related / 160 hrs mth / 160 hrs during trading / At reported business location(s)

Exams

• S66 Uniform Combined State Law Examination
  2004-12-07

Other Names

• Jagruti Makavana
• Jagruti Makwana
• Jagruti M Makwana
• Jagruti M Makwana
• Jag Makwana