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Stuti Mundada

J.P. Morgan Securities LLC

New York, NY

CRD 7383722

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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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-11-11
TX RA APPROVED 2024-11-11
  • NY RA
    APPROVED
    Since 2024-11-11
  • TX RA
    APPROVED
    Since 2024-11-11

Branch Locations

270 Park Avenue Floors 24 And 25, New York, NY 10017 • 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
J.P. Morgan Securities Llc New York NY 07/2024 Present
Jp Morgan Chase Bank N.A. New York NY 07/2024 Present
Jp Morgan New York NY 06/2023 08/2023
Aj Gallagher & Co Chicago IL 06/2022 07/2022
Cruz Investments Aurora IL 05/2021 08/2021
Bed Bath And Beyond Willowbrook IL 12/2019 05/2020
Unemployed Westmont IL 07/2014 10/2018
Early Rehab Services Inc Chicago IL 11/2018 06/2024
Barnes & Noble College Booksellers Llc Bloomington IN 01/2022 03/2022
  • 07/2024 → Present
    J.P. Morgan Securities Llc
    New York, NY
  • 07/2024 → Present
    Jp Morgan Chase Bank N.A.
    New York, NY
  • 06/2023 → 08/2023
    Jp Morgan
    New York, NY
  • 06/2022 → 07/2022
    Aj Gallagher & Co
    Chicago, IL
  • 05/2021 → 08/2021
    Cruz Investments
    Aurora, IL
  • 12/2019 → 05/2020
    Bed Bath And Beyond
    Willowbrook, IL
  • 07/2014 → 10/2018
    Unemployed
    Westmont, IL
  • 11/2018 → 06/2024
    Early Rehab Services Inc
    Chicago, IL
  • 01/2022 → 03/2022
    Barnes & Noble College Booksellers Llc
    Bloomington, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-10
  • S66 Uniform Combined State Law Examination
    2024-11-10

View on SEC IAPD

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