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Giana Daswani

J.P. Morgan Securities LLC

New York, NY

CRD 7950075

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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
NY RA APPROVED 2026-06-01
TX RA APPROVED 2024-10-14
  • NY RA
    APPROVED
    Since 2026-06-01
  • TX RA
    APPROVED
    Since 2024-10-14

Branch Locations

270 Park Avenue Floors 24 And 25, New York, NY 10017 • 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
J.P. Morgan Securities Llc Houston TX 07/2024 Present
Jpmorgan Chase Bank, N.A. Houston TX 07/2024 Present
Mays Business School College Station TX 02/2021 05/2024
Nestle Arlington VA 05/2022 08/2022
Marathon Petroleum San Antonio TX 05/2021 08/2021
Texas A&M University College Station TX 08/2019 05/2024
Deloitte Llp Houston TX 01/2023 03/2023
Biourja Trading Llc Houstom TX 06/2018 07/2018
Unemployed Houston TX 07/2014 05/2018
Unemployed Houston TX 08/2018 07/2019
Unemployed College Station TX 06/2024 06/2024
  • 07/2024 → Present
    Houston, TX
  • 07/2024 → Present
    Jpmorgan Chase Bank, N.A.
    Houston, TX
  • 02/2021 → 05/2024
    Mays Business School
    College Station, TX
  • 05/2022 → 08/2022
    Nestle
    Arlington, VA
  • 05/2021 → 08/2021
    Marathon Petroleum
    San Antonio, TX
  • 08/2019 → 05/2024
    Texas A&M University
    College Station, TX
  • 01/2023 → 03/2023
    Deloitte Llp
    Houston, TX
  • 06/2018 → 07/2018
    Biourja Trading Llc
    Houstom, TX
  • 07/2014 → 05/2018
    Unemployed
    Houston, TX
  • 08/2018 → 07/2019
    Unemployed
    Houston, TX
  • 06/2024 → 06/2024
    Unemployed
    College Station, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-12
  • S66 Uniform Combined State Law Examination
    2024-10-12
Other Names
  • Giana Daswani
  • Giana Vijay Daswani

View on SEC IAPD

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