Best Investors Account Sign in

Alexis Davitashvili

J.P. Morgan Securities LLC

New York, NY

CRD 7983564

Claim This Profile
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 2024-11-15
TX RA APPROVED 2024-11-15
  • NY RA
    APPROVED
    Since 2024-11-15
  • TX RA
    APPROVED
    Since 2024-11-15

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
Jpmorgan Chase Bank, N.A. New York NY 09/2024 Present
J.P. Morgan Securities Llc New York NY 09/2024 Present
Moody'S Corporaation New York NY 07/2022 09/2024
University Of Connecticut -School Of Business Storrs CT 09/2018 05/2022
Moody'S Corproraiton New York NY 06/2021 08/2021
University Of Connecticut Storrs CT 08/2018 05/2022
Trugreen Limited Partnership Commack NY 04/2020 05/2020
Clearvision Optical Happauge NY 11/2016 01/2017
Unemployed Commack NY 09/2014 10/2016
Unemployed Commack NY 02/2017 07/2018
Unemployed Commack NY 06/2022 06/2022
  • 09/2024 → Present
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 09/2024 → Present
    New York, NY
  • 07/2022 → 09/2024
    Moody'S Corporaation
    New York, NY
  • 09/2018 → 05/2022
    University Of Connecticut -School Of Business
    Storrs, CT
  • 06/2021 → 08/2021
    Moody'S Corproraiton
    New York, NY
  • 08/2018 → 05/2022
    University Of Connecticut
    Storrs, CT
  • 04/2020 → 05/2020
    Trugreen Limited Partnership
    Commack, NY
  • 11/2016 → 01/2017
    Clearvision Optical
    Happauge, NY
  • 09/2014 → 10/2016
    Unemployed
    Commack, NY
  • 02/2017 → 07/2018
    Unemployed
    Commack, NY
  • 06/2022 → 06/2022
    Unemployed
    Commack, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-15
  • S66 Uniform Combined State Law Examination
    2024-11-15

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor