Evita Thadhani

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

• 07/2024 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 06/2022 → 07/2022
  Avestar Capital
  New York, NY
• 06/2019 → 08/2019
  La District Attorney Office
  Los Angeles, CA
• 06/2018 → 08/2018
  Jewish Journal
  Los Angeles, CA
• 05/2020 → 08/2020
  Whole Foods
  Boston, MA
• 09/2021 → 01/2024
  Yale Payne Whitney Gym
  New Haven, CT
• 06/2023 → 08/2023
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 11/2022 → 11/2022
  Barcelona Restaurants Llc
  New Haven, CT
• 07/2014 → 05/2018
  Unemployed
  Boston, MA
• 09/2018 → 05/2019
  Unemployed
  Boston, MA
• 09/2019 → 04/2020
  Unemployed
  Boston, MA
• 09/2020 → 08/2021
  Unemployed
  New Haven, CT
• 02/2024 → 06/2024
  Unemployed
  New Haven, CT
• 07/2024 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-09-28