Jaspreet Aujla

Employer firm

Intellicents Investment Solutions Inc CRD 107498

$9.92B regulatory AUM 92 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2021 → 11/2023
  J.P. Morgan Securities, Llc
  Roseville, CA
• 10/2021 → 12/2021
  Jpmorgan Chase Bank, N.A.
  Roseville, CA
• 10/2019 → 10/2021
  Heritage Community Credit Union
  Fair Oaks, CA
• 02/2017 → 03/2019
  Chicagos Pizza With A Twist
  Fairfield, CA
• 04/2016 → 01/2017
  Unemployed
  Sacramento, CA
• 04/2019 → 09/2019
  Unemployed
  Sacramento, CA
• 11/2023 → 01/2026
  Calstrs
  Sacramento, CA
• 01/2026 → Present
  Intellicents Investment Solutions, Inc.
  Albert Lea, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-19
• S63 Uniform Securities Agent State Law Examination
  2022-05-13