Neil Amish Desai

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

• 06/2020 → 06/2021
  Jpmorgan Chase Bank Na
  Seattle, WA
• 06/2020 → 06/2021
  Jpmorgan Securities Llc
  Seattle, WA
• 05/2019 → 08/2019
  Jpmorgan Chase
  New York, NY
• 06/2017 → 08/2017
  Banana Republic
  Hingham, MA
• 09/2016 → 05/2020
  University Of Michigan
  Ann Arbor, MI
• 07/2021 → Present
  Jpmorgan Chase Bank Na
  New York, NY
• 07/2021 → Present
  Jpmorgan Securities Llc
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-21
• S63 Uniform Securities Agent State Law Examination
  2020-09-25