Mahesh Chandwani

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

• 04/2014 → Present
  J.P. Morgan Securities Llc
  Hillsborough, NJ

Previous Registrations

• 2012-09-19 → 2014-04-28
  Santander Securities Llc
  Princeton Junction, NJ
  Toms River, NJ
  Lawrenceville, NJ
  Lawrenceville, NJ
  Skillman, NJ
  Pennington, NJ
  Trenton, NJ
  West Windsor, NJ
  Manalapan, NJ
  Princeton, NJ
  Sterling, MA
  Whiting, NJ
  Toms River, NJ
  Short Hills, NJ
  Lawrence, MA
  Englishtown, NJ
  Manalapan, NJ
  Philadelphia, PA
  Manalapan, NJ
  Englishtown, NJ
  East Brunswick, NJ
  East Brunswick, NJ
• 2011-07-11 → 2012-09-19
  Lpl Financial Llc
  Princeton Junction, NJ
  Fort Mill, SC
  Princeton Junction, NJ
  West Windsor, NJ
  Woodbridge, NJ
  Edison, NJ
  Lawrenceville, NJ
  Lawrenceville, NJ
  Piscataway, NJ
  Trenton, NJ
  Pennington, NJ
  Pennington, NJ
• 2011-04-07 → 2011-07-07
  Pnc Wealth Management Llc
  Franklin Park, NJ
  Somerset, NJ
  North Brunswick, NJ
  Somerset, NJ
  Somerset, NJ
• 2010-06-21 → 2011-04-18
  Lpl Financial Llc
  Fort Mill, SC
  Skillman, NJ
• 2010-03-04 → 2010-06-22
  Wells Fargo Clearing Services, Llc
  Parsippany, NJ
  Somerset, NJ
  Bridgewater, NJ
  Bridgewater, NJ
  Short Hills, NJ
  Hillsborough, NJ

Other Businesses

Entity Name: LEO REVEAL HEALTH SPV PTE LTD / Reveal HealthTech Inc. Investment related: No Address: LEO REVEAL HEALTH SPV PTE LTD, a Singapore registered company (address: 30 PRINSEP STREET, INCOME AT PRINSEP, SINGAPORE 188647) Reveal HealthTech Inc. (Address: 500 7th Ave, 8th Floor, New York, NY 10018). Website: https://www.revealhealthtech.com Website for LEO Capital: https://leo.capital Nature of the other business: Healthcare Technology Position/Title/Relationship: Owner/Partner Start Date: 03/21/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Investment in LEO REVEAL HEALTH SPV PTE LTD, a Singapore registered company established by venture fund company, LEO Capital, solely for investment in Reveal HealthTech. Reveal Healthtech is a healthcare and life sciences focused data, AI and engineering services firm providing specialized engineering, clinical models, and strategy support to healthcare organizations. I am a fractional investor and have no functional role or responsibility with LEO REVEAL HEALTH SPV PTE LTD or Reveal HealthTech. Entity Name: Onesto Labs Private Limited Investment related: N Address: Bare Anatomy, Onesto Labs Private Limited, Plot 592, First Floor, Udhyog Vihar, Phase V, Gurgaon, Haryana - 122016, India. Onesto Labs is a Venture Capital backed marketing & manufacturing company specializing in personalized beauty products under the brand: Bare Anatomy (BareAnatomy.in) Nature of the other business: Cosmetics Position/Title/Relationship: Investor Start Date: 04/30/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: No functional or other responsibilities with the entity. My involvement is restricted to capital investment and no other function related to the business. The company is a part of beauty tech sector with no financial services industry. My role does not involve any similarity to my role with JPMC.

Exams

• S66 Uniform Combined State Law Examination
  2010-03-03
• S63 Uniform Securities Agent State Law Examination
  2005-07-05