Viha Vipulkumar 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 → Present
  J.P. Morgan Securities Llc
  Atlanta, GA
• 06/2020 → Present
  Jpmorgan Chase Bank Na
  Atlanta, GA
• 05/2019 → 08/2019
  Jpmorgan Chase
  Atlanta, GA
• 06/2017 → 04/2020
  Georgia Tech Parking And Transportation
  Atlanta, GA
• 08/2018 → 12/2018
  Coke One Services Llc
  Atlanta, GA
• 08/2016 → 04/2020
  Georgia Institute Of Technology
  Atlanta, GA
• 05/2020 → 05/2020
  Unemployed
  Johns Creek, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-15
• S63 Uniform Securities Agent State Law Examination
  2020-09-05