Rajan Shankara

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

• 01/2026 → Present
  J.P. Morgan Securities Llc
  San Juan Capistrano, CA
• 01/2026 → Present
  Jpmorgan Chase Bank, N.A.
  San Juan Capistrano, CA
• 07/2024 → 12/2025
  Merrill Lynch
  Newport Beach, CA
• 10/2022 → 06/2024
  Fidelity Investments
  Mission Viejo, CA
• 10/2018 → 12/2022
  Monkfit Llc; Self-Employed
  Denver, CO
• 09/2020 → 11/2021
  Kbr Inc
  San Jose, CA
• 11/2018 → 02/2020
  Colorado Athletic Company; Union Station
  Denver, CO
• 10/2018 → 11/2018
  Bruz Beers
  Denver, CO
• 11/2008 → 10/2018
  Saiva Siddhanta Church
  Kapaa, HI

Previous Registrations

• 2024-08-09 → 2025-12-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newport Beach, CA
• 2023-08-22 → 2024-06-17
  Fidelity Personal And Workplace Advisors
  Mission Viejo, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-13
• S63 Uniform Securities Agent State Law Examination
  2022-06-01

Other Names

• Raj Shankara