Kavan Panchal

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

• 01/2017 → 12/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wayne, NJ
• 01/2017 → 12/2022
  Bank Of America N.A.
  Wayne, NJ
• 12/2016 → 12/2016
  Unemployed
  Little Ferry, NJ
• 10/2016 → 11/2016
  Macys
  Pramus, NJ
• 12/2022 → Present
  J.P. Morgan Securities Llc
  Jersey City, NJ
• 12/2022 → Present
  Jpmorgan Chase Bank, N.A
  Jersey City, NJ
• 02/2016 → 09/2016
  Unemployed
  Little Ferry, NJ

Previous Registrations

• 2020-10-27 → 2023-01-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Iselin, NJ
  Jersey City, NJ
  Jersey City, NJ
  Ridgefield Park, NJ
  Jersey City, NJ
  Hasbrouck Heights, NJ
  Wayne, NJ
  New York, NY
  Ridgefield Park, NJ
  Jersey City, NJ

Exams

• S66 Uniform Combined State Law Examination
  2020-10-23

Other Names

• Kavan Panchal
• Kavan R Panchal
• Kay Panchal