Nikhil Agrawal

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

• 06/2021 → Present
  Jpmorgan Chase Bank Na
  San Francisco, CA
• 09/2022 → Present
  Jpmorgan Securities Llc
  San Francisco, CA
• 01/2021 → 03/2021
  Public Resources Advisory Group
  Los Angeles, CA
• 06/2020 → 09/2020
  Jpmorgan Chase Bank Na
  Plano, TX
• 06/2019 → 09/2019
  Thermo Fisher Scientific
  Carlsbad, CA
• 09/2017 → 12/2020
  University Of California
  Santa Barbara, CA
• 09/2012 → 08/2017
  Unemployed
  Santa Barbara, CA
• 04/2021 → 05/2021
  Unemployed
  Santa Barbara, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-11-21