Ritu Pawa

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

• 05/2010 → Present
  Jpmorgan Chase Bank, N.A.
  Carle Place, NY
• 10/2012 → Present
  J.P. Morgan Securities Llc
  Carle Place, NY
• 07/2024 → Present
  581 Outlook Ave Llc
  West Babylon, NY
• 01/2025 → Present
  Amerigo
  Dix Hills, NY

Other Businesses

Entity Name: Amerigo Investment related: No Address: Dix Hills,New York,11746 Amerigoeducation.com Nature of the other business: Student Exchange Position/Title/Relationship: Employee/Contractor Start Date: 01/25/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Amerigo Education runs student exchange program for international students. I am hosting an international student who is attending St Anthony High School. Entity Name: 581 Outlook Ave LLC Investment related: No Address: West Babylon NY Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 07/15/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental property

Exams

• S66 Uniform Combined State Law Examination
  2022-12-30
• S63 Uniform Securities Agent State Law Examination
  2005-04-20

Other Names

• Ritu Pawa
• Ritu Soni