Munish Jain

Employer firm

Propel Private Wealth LLC CRD 340734

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Propel Private Wealth Llc

Manhattan Beach, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-03-20

CA RA
APPROVED

Since 2026-03-20

Branch Locations

Manhattan Beach, CA • 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

Organization	City	State	From	To
Nomura International Plc	London		06/2010	08/2024
Propel Private Wealth Llc	Manhattan Beach	CA	03/2026	Present
None	Los Angeles	CA	08/2024	08/2025
University Of California, Los Angeles	Westwood	CA	08/2025	Present

06/2010 → 08/2024

Nomura International Plc

London
03/2026 → Present

Propel Private Wealth Llc

Manhattan Beach, CA
08/2024 → 08/2025

None

Los Angeles, CA
08/2025 → Present

University Of California, Los Angeles

Westwood, CA

Other Businesses

-LP in A-Squared Domino Opportunity II -Real estate investment -260 Kent Ave, Brooklyn NY 11249 -Real Estate -LP -LP -12/2018 -0 hours/month -0 hours -Passive investment

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-11-18

S65 Uniform Investment Adviser Law Examination

2025-11-18

View on SEC IAPD