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Ganesan Shanmuga Sundaram

J.p. Morgan Securities LLC

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About Ganesan Shanmuga Sundaram

Ganesan Sundaram is an experienced financial professional with over 12 years of experience in the industry. Ganesan is currently registered with J.p. Morgan Securities LLC and has a strong track record of providing financial guidance to individuals, families, and businesses. Previously, Ganesan held positions at CMD Global Partners, LLC, Robert W. Baird & Co. Incorporated, Petsky Prunier Securities, LLC, Sawaya Segalas Securities, LLC, and Lazard Freres & Co. LLC. Ganesan's expertise spans various areas including investment banking, financial planning, and portfolio management. Ganesan is committed to providing personalized financial solutions tailored to each client's unique needs and goals.

Firm Information

Ganesan Sundaram 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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Ganesan Sundaram’s Registration & Firm History

IL

02/28/2024 - Present

J.p. Morgan Securities LLC (CHICAGO IL)

IL

01/26/2024 - 03/05/2024

CMD GLOBAL PARTNERS, LLC (CHICAGO IL)

IL

09/30/2020 - 12/31/2023

CMD GLOBAL PARTNERS, LLC (CHICAGO IL)

IL

01/19/2016 - 08/24/2020

ROBERT W. BAIRD & CO. INCORPORATED (CHICAGO IL)

NY

03/18/2014 - 01/25/2016

PETSKY PRUNIER SECURITIES, LLC (NEW YORK NY)

NY

05/10/2012 - 07/22/2013

SAWAYA SEGALAS SECURITIES, LLC (NEW YORK NY)

NY

12/13/2010 - 03/01/2012

LAZARD FRERES & CO. LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/01/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/11/2010

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ganesan Shanmuga Sundaram.
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