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Bahga K Gerges

J.p. Morgan Securities LLC

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About Bahga K Gerges

Bahga Gerges is a registered representative with J.P. Morgan Securities LLC, based out of their New York, NY office. Bahga has been in the industry since October 14, 2004. Prior to joining J.P. Morgan Securities LLC, Bahga Gerges was affiliated with First Republic Securities Company, LLC, Cetera Investment Services LLC, Santander Securities LLC, LPL Financial LLC and Chase Investment Services Corp.. Bahga is registered to offer securities in California, Connecticut, Florida, New Jersey and New York.

Firm Information

Bahga Gerges 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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Bahga Gerges’s Registration & Firm History

NY

09/29/2023 - Present

J.p. Morgan Securities LLC (New York NY)

NY

11/05/2020 - 09/29/2023

FIRST REPUBLIC SECURITIES COMPANY, LLC (New York NY)

NJ

05/04/2018 - 11/26/2018

CETERA INVESTMENT SERVICES LLC (FORT LEE NJ)

NJ

09/19/2012 - 12/05/2017

SANTANDER SECURITIES LLC (SPRINGFIELD NJ)

NJ

10/12/2011 - 09/19/2012

LPL FINANCIAL LLC (WEST ORANGE NJ)

NJ

02/26/2002 - 06/30/2011

CHASE INVESTMENT SERVICES CORP. (SHORT HILLS NJ)

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Licenses & Designations

BC

Issued 06/28/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/25/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Bahga K Gerges. Review regulatory record here.
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