Manpreet Kaur

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

• 10/2015 → 12/2019
  Wells Fargo Bank Na
  Sacramento, CA
• 12/2018 → 12/2019
  Wells Fargo Clearing Services, Llc
  Sacramento, CA
• 12/2019 → 09/2022
  Jpmorgan Chase Bank, N.A.
  Sacramento, CA
• 12/2019 → 09/2022
  J.P. Morgan Securities Llc
  Sacramento, CA
• 09/2022 → 09/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Modesto, CA
• 09/2022 → 09/2024
  Bank Of America, N.A.
  Modesto, CA
• 09/2024 → Present
  J.P. Morgan Securities Llc
  Lathrop, CA
• 09/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Lathrop, CA
• 09/2025 → Present
  Anchorjoy Properties Llc
  Marysville, CA

Previous Registrations

• 2023-01-19 → 2024-10-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Modesto, CA
  New York, NY
  Ceres, CA
  Modesto, CA

Other Businesses

Entity Name: AnchorJoy Properties LLC Investment related: No Address: Marysville, CA Nature of the other business: Real Estate Position/Title/Relationship: Employee/Contractor Start Date: 09/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Secretary for LLC , which acts as the property management entity for a rental property that I own in my own personal name

Exams

• S66 Uniform Combined State Law Examination
  2023-01-04
• S63 Uniform Securities Agent State Law Examination
  2019-03-04

Other Names

• Preet Kaur Brar
• Preet Kaur