Shaurya Singh Chauhan

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

• 11/2018 → 01/2020
  Unemployed
  San Diego, CA
• 07/2018 → 10/2018
  California Medical Behavioral Health
  Santee, CA
• 07/2017 → 06/2018
  Northwestern Mutual Life Insurance Company
  Dallas, TX
• 06/2017 → 06/2017
  Unemployed
  Dallas, TX
• 01/2018 → 05/2018
  Src Land Building And Real Estate
  Richardson, TX
• 08/2016 → 05/2017
  Smu Dedman Center For Lifetime Sports
  Dallas, TX
• 06/2020 → 09/2020
  Northwestern Mutual Life Insurance Company
  San Diego, CA
• 05/2020 → 10/2020
  Northwestern Mutual Investment Services Llc
  San Diego, CA
• 02/2020 → 05/2020
  Sagepoint Financial Inc
  San Diego, CA
• 11/2020 → 05/2021
  Unemployed
  San Diego, CA
• 06/2021 → Present
  Jpmorgan Chase Bank, N.A.
  San Diego, CA
• 06/2021 → Present
  J.P. Morgan Securities Llc
  San Diego, CA
• 02/2020 → 05/2020
  Sagepoint Financial
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2024-03-14
• S63 Uniform Securities Agent State Law Examination
  2020-05-11

Other Names

• Shaun Chauhan
• Shaun Chauhan
• Shaurya Singh Chauhan