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Mehul Amritlal Khivesara

J.P. Morgan Securities LLC

Walnut Creek, CA

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-07-30
CA RA APPROVED 2026-07-29
  • TX RA
    APPROVED_RES
    Since 2026-07-30
  • CA RA
    APPROVED
    Since 2026-07-29

Branch Locations

1656 N. California Blvd, Floor 3, Walnut Creek, CA 94596 • 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 Bank, N.A. San Francisco CA 07/2026 Present
J.P. Morgan Securities Llc San Francisco CA 07/2026 Present
Focus Partners Wealth Walnut Creek CA 05/2025 06/2026
Adero Partners Walnut Creek CA 04/2021 04/2025
Unemployed Los Angeles CA 09/2020 03/2021
Knight Insurance Group Los Angeles CA 09/2019 08/2020
Charles Schwab San Francisco CA 06/2019 09/2019
Unemployed San Francisco CA 05/2019 05/2019
Marquez & Hsieh Llc Campbell CA 12/2018 04/2019
Waddell & Reed Campbell CA 12/2018 04/2019
Morgan Stanley San Francisco CA 12/2017 12/2018
Unemployed San Francisco CA 11/2017 11/2017
Bank Of America Na San Francisco CA 04/2017 10/2017
Capxm San Francisco CA 03/2016 07/2017
Advanced Markets Llc San Francisco CA 06/2016 09/2016
  • 07/2026 → Present
    Jpmorgan Chase Bank, N.A.
    San Francisco, CA
  • 07/2026 → Present
    J.P. Morgan Securities Llc
    San Francisco, CA
  • 05/2025 → 06/2026
    Focus Partners Wealth
    Walnut Creek, CA
  • 04/2021 → 04/2025
    Adero Partners
    Walnut Creek, CA
  • 09/2020 → 03/2021
    Unemployed
    Los Angeles, CA
  • 09/2019 → 08/2020
    Knight Insurance Group
    Los Angeles, CA
  • 06/2019 → 09/2019
    Charles Schwab
    San Francisco, CA
  • 05/2019 → 05/2019
    Unemployed
    San Francisco, CA
  • 12/2018 → 04/2019
    Marquez & Hsieh Llc
    Campbell, CA
  • 12/2018 → 04/2019
    Waddell & Reed
    Campbell, CA
  • 12/2017 → 12/2018
    Morgan Stanley
    San Francisco, CA
  • 11/2017 → 11/2017
    Unemployed
    San Francisco, CA
  • 04/2017 → 10/2017
    Bank Of America Na
    San Francisco, CA
  • 03/2016 → 07/2017
    Capxm
    San Francisco, CA
  • 06/2016 → 09/2016
    Advanced Markets Llc
    San Francisco, CA
Previous Registrations
  • 2025-05-05 → 2026-07-27
    Focus Partners Wealth, Llc
    Walnut Creek, CA
  • 2021-04-28 → 2025-06-27
    Adero Partners, Llc
    Palo Alto, CA
    Walnut Creek, CA
    Walnut Creek, CA
  • 2019-07-12 → 2019-10-10
    Charles Schwab & Co., Inc.
    San Francisco, CA
  • 2019-01-08 → 2019-04-10
    Waddell & Reed
    Seattle, WA
  • 2017-11-30 → 2018-12-11
    Morgan Stanley
    San Francisco, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-08-31
S66 Uniform Combined State Law Examination 2017-11-30
  • S63 Uniform Securities Agent State Law Examination
    2026-08-31
  • S66 Uniform Combined State Law Examination
    2017-11-30
Other Names
  • Mehul Khivesara
  • Mehul Amritlal Khivesara
  • Mehul A Khivesara
  • Mak Khivi
  • Kehul Amrit Meena Khivesara

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
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ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
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