Sagar Gandhi

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

• 09/2012 → 11/2019
  Washington Army National Guard
  Kent, WA
• 03/2020 → Present
  Jpmorgan Chase Bank, N.A.
  Seattle, WA
• 03/2020 → Present
  J.P. Morgan Securities Llc
  Seattle, WA
• 03/2016 → 09/2018
  Jp Morgan Chase Bank, N.A.
  Seattle, WA
• 10/2018 → 02/2020
  Jp Morgan Chase Bank, N.A.
  Seattle, WA
• 10/2020 → Present
  K.S.G.9 Holdings Llc
  Everett, WA

Other Businesses

Entity Name: K.S.G.9 HOLDINGS LLC Investment related: No Address: EVERETT, WA 98208 Nature of the other business: Real Estate ( Rentals & Holdings ) Position/Title/Relationship: Owner Start Date: 10/8/2020 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your: Owner & Landlord

Exams

• S66 Uniform Combined State Law Examination
  2018-06-28
• S63 Uniform Securities Agent State Law Examination
  2014-12-16