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Kavitha Raghukanth

J.P. Morgan Securities LLC

Lewis Center, OH

CRD 6783648

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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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-08-30
NE RA APPROVED 2023-04-26
TX RA APPROVED 2023-03-08
  • OH RA
    APPROVED
    Since 2024-08-30
  • NE RA
    APPROVED
    Since 2023-04-26
  • TX RA
    APPROVED
    Since 2023-03-08

Branch Locations

8681 Columbus Pike, Lewis Center, OH 43035 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Powell OH 11/2015 12/2022
Jpmorgan Securities Llc Powell OH 04/2017 12/2022
J.P. Morgan Securities Llc Westerville OH 01/2023 10/2024
Jpmorgan Chase Bank, N.A. Lewis Center OH 10/2024 Present
J.P. Morgan Securities Llc Lewis Center OH 10/2024 Present
  • 11/2015 → 12/2022
    Jpmorgan Chase
    Powell, OH
  • 04/2017 → 12/2022
    Jpmorgan Securities Llc
    Powell, OH
  • 01/2023 → 10/2024
    J.P. Morgan Securities Llc
    Westerville, OH
  • 10/2024 → Present
    Jpmorgan Chase Bank, N.A.
    Lewis Center, OH
  • 10/2024 → Present
    J.P. Morgan Securities Llc
    Lewis Center, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-16
S63 Uniform Securities Agent State Law Examination 2019-11-06
  • S66 Uniform Combined State Law Examination
    2022-05-16
  • S63 Uniform Securities Agent State Law Examination
    2019-11-06
Other Names
  • Kavitha Rao
  • Kavitha Hampapur Mukunda Rao

View on SEC IAPD

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APTUS WEALTH MANAGEMENT, LLC

Nearby Investors

Mary B Byers
Samuel George Messerly
Robert J Boling

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LEWIS CENTER, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Powell, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Powell, OH

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