Sushil Birla

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

• 02/2016 → Present
  Jpmorgan Chase Bank, N.A.
  Pearland, TX
• 02/2016 → Present
  J.P. Morgan Securities Llc
  Pearland, TX

Previous Registrations

• 2015-03-13 → 2015-11-10
  Charles Schwab & Co., Inc.
  San Ramon, CA
• 2013-02-04 → 2015-02-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hayward, CA
  Livermore, CA
  Hayward, CA
  Orinda, CA
  Walnut Creek, CA
• 2012-03-21 → 2012-11-09
  Equitable Advisors, Llc
  Mountain View, CA
  San Francisco, CA
  San Francisco, CA
• 2009-06-01 → 2010-10-22
  Morgan Stanley
  Menlo Park, CA
• 2009-04-14 → 2009-06-01
  Citigroup Global Markets Inc.
  Menlo Park, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-04-08
• S63 Uniform Securities Agent State Law Examination
  2008-12-08

Other Names

• Sushil Kaurbirla
• Sushil Omprakash Birla
• Sushil Omprakash Birla
• Sushil Kaurbirla