Priya Anna Wad Fagan

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

• 08/2016 → Present
  Jpmorgan Chase Bank Na
  Chicago, IL
• 08/2016 → Present
  Jpmorgan Securities Llc
  Chicago, IL
• 08/2006 → 10/2022
  Wprs Marketing Inc.
  Batangas
• 04/2006 → 12/2022
  Pr Enterprises Inc.
  Taguig City
• 04/2010 → 12/2022
  P&Rw Holdings
  Taguig City
• 04/2006 → 12/2021
  Pr Stone Supply
  Taguig City

Other Businesses

Entity Name: Park West Cooperative Nursery School Investment related: Yes "Address: 2214 N Bissell Street Chicago, IL 60614 https://www.parkwestcoop.org/" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 06/02/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a nursery school. I have been asked to serve as their Treasurer. I will provide advice and oversight on their budget and other finances (assets, liabilities, investment accounts).

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-11
• S63 Uniform Securities Agent State Law Examination
  2016-10-26

Other Names

• Priya Anna Fagan
• Priya Wad
• Priya Anna Madlangbayan Wad
• Priya Anna Madlangbayan Fagan
• Priya Anna Wad Fagan
• Priya Anna M Wad