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Ashish Verma

J.p. Morgan Securities LLC

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About Ashish Verma

Ashish Verma is an investment advisor representative with over 18 years of experience in the financial industry. Ashish currently works at J.p. Morgan Securities LLC, where they have been registered since May 2022. Previously, Ashish worked at WELLS FARGO CLEARING SERVICES, LLC and PEOPLE'S SECURITIES, INC. They hold Series 6, Series 63, Series 65, and SIE licenses. Ashish specializes in providing financial advice and portfolio management services for individuals, corporations, pension and profit-sharing plans, insurance companies, and charitable organizations.

Firm Information

Ashish Verma is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Ashish Verma’s Registration & Firm History

CT

05/05/2022 - Present

J.p. Morgan Securities LLC (MONROE CT)

CT

11/26/2012 - 04/14/2022

WELLS FARGO CLEARING SERVICES, LLC (MONROE CT)

CT

07/16/2004 - 11/19/2012

PEOPLE'S SECURITIES, INC. (BRIDGEPORT CT)

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Licenses & Designations

IA

Issued 10/14/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/28/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ashish Verma.
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