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John Varghese Cholankeril

J.P. Morgan Securities LLC

Summit, NJ

CRD 2743598

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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
TX RA APPROVED_RES 2013-09-20
NJ RA APPROVED 2012-10-04
  • TX RA
    APPROVED_RES
    Since 2013-09-20
  • NJ RA
    APPROVED
    Since 2012-10-04

Branch Locations

67-69 Summit Ave., Summit, NJ 07901 • United States

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Short Hills NJ 10/2012 Present
Jpmorgan Chase Bank, N.A. Short Hills NJ 02/2005 Present
Previous Registrations
  • 2005-02-18 → 2012-10-05
    Chase Investment Services Corp.
    Summit, NJ
    Millburn, NJ
    Chatham, NJ
    Millburn, NJ
    Cranford, NJ
    Watchung, NJ
    Warren, NJ
    Livingston,, NJ
    Wilmington, DE
    Westfield, NJ
    Chicago, IL
    Short Hills, NJ
    Short Hills, NJ
  • 2004-01-01 → 2005-01-12
    Basking Ridge, NJ
  • 2003-06-11 → 2004-01-01
    J.J.B. Hilliard, W.L. Lyons, Llc
    Westfield, NJ
  • 2002-07-02 → 2002-08-09
    Prudential Equity Group, Llc
    Edison, NJ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-07-10
S65 Uniform Investment Adviser Law Examination 1996-07-10
  • S63 Uniform Securities Agent State Law Examination
    1996-07-10
  • S65 Uniform Investment Adviser Law Examination
    1996-07-10
Other Names
  • John Varghese Cholankeril
  • John Varghese Cholankeril

View on SEC IAPD

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