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Inactive

Jasdeep Khera

Altera Private Wealth LLC

Astoria, NY

CRD 6560802

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Employer firm

Altera Private Wealth LLC CRD 336744

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Altera Private Wealth Llc

3001 81Street, East Elmhurst, NY 11370 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-10-07
  • NY RA
    APPROVED
    Since 2025-10-07

Branch Locations

Astoria, NY • 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
Lord Abbett Co Jersey City NJ 09/2015 10/2016
Cion Securities, Llc New York NY 11/2016 11/2020
Goldsher Group Astoria NY 06/2021 Present
Unemployed New York NY 11/2020 06/2021
Yieldwink Astoria NY 11/2020 Present
Rainmaker Securities Astoria NY 02/2025 Present
  • 09/2015 → 10/2016
    Lord Abbett Co
    Jersey City, NJ
  • 11/2016 → 11/2020
    Cion Securities, Llc
    New York, NY
  • 06/2021 → Present
    Goldsher Group
    Astoria, NY
  • 11/2020 → 06/2021
    Unemployed
    New York, NY
  • 11/2020 → Present
    Yieldwink
    Astoria, NY
  • 02/2025 → Present
    Rainmaker Securities
    Astoria, NY
Previous Registrations
Other Businesses

Goldsher Group; NYC-based alternative investment firm focused on acquiring, developing, managing, and restructuring alternative assets within our three verticals: Real Estate, Private Equity, and Private Credit; Principal; Start Date: 06/2021; Investment related Yieldwink; online platform that connects investors to offerings across private real estate, private equity, and private credit; Founder & CEO; Start Date: 11/2020; Investment related Yieldwink Capital LLC; opening up an RIA and in the future, introduce RIA clients (ultra high net worth) to alternative investments; Owner; Start Date: 08/2025; Investment related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-27
  • S66 Uniform Combined State Law Examination
    2025-03-27
Other Names
  • Jesse Khera
  • Jasdeep Singh Khera

View on SEC IAPD

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