Tek N Dangal

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

• 05/2026 → Present
  J.P. Morgan Securities Llc
  Pickerington, OH
• 05/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Pickerington, OH
• 07/2022 → 05/2026
  Ubs Financial Services
  New Albany, OH
• 04/2021 → 07/2022
  Aspire Home Care
  Erie, PA
• 05/2016 → 08/2021
  United Community For Refugees And Immigrants
  Erie, PA
• 09/2019 → 04/2021
  Everest Home Health Care
  Erie, PA
• 09/2019 → 12/2019
  Logistics Plus Linguistic Solutions
  Erie, PA
• 04/2019 → 12/2019
  Creative Home Care Llc
  Erie, PA
• 03/2016 → 07/2019
  Presque Isle Downs & Casino
  Erie, PA

Previous Registrations

• 2022-11-14 → 2026-05-14
  Ubs Financial Services Inc.
  New Albany, OH
  Weehawken, NJ
  Charlotte, NC
  Weehawken, NJ
  New Albany, OH

Exams

• S66 Uniform Combined State Law Examination
  2022-11-14

Other Names

• Tek Dangal