Neha Dacherla

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

• 07/2025 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 07/2025 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 06/2025 → 06/2025
  Unemployed
  Ashburn, VA
• 09/2024 → 05/2025
  Techathon Inc
  Charlottesville, VA
• 06/2024 → 08/2024
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 12/2023 → 05/2024
  Unemployed
  Ashburn, VA
• 07/2023 → 11/2023
  Svsitech Llc
  Charlottesville, VA
• 06/2023 → 08/2023
  Dynasty Financial Partners
  St. Petersburg, FL
• 09/2022 → 05/2023
  University Of Virginia Mcintire School Of Commerce
  Charlottesville, VA
• 01/2022 → 09/2022
  Parkes Philanthropy
  Charlottesville, VA
• 01/2022 → 06/2022
  Techathon Inc
  Charlottesville, VA
• 07/2021 → 12/2021
  Unemployed
  Ashburn, VA
• 11/2017 → 06/2021
  Benebar Llc
  Ashburn, VA
• 07/2020 → 12/2020
  Techathon Inc
  Ashburn, VA
• 07/2015 → 10/2017
  Unemployed
  Ashburn, VA

Exams

• S66 Uniform Combined State Law Examination
  2025-08-23