Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mona? Claim Your ProfileMona Gautam Mohan is a registered representative with J.P. Morgan Securities LLC, a firm that manages more than $50 billion in assets. Mona Mohan has been in the industry since December 4, 2017. Mona Mohan holds licenses in Arizona, Texas and other states and has passed multiple securities exams. Mona Mohan specializes in financial planning, portfolio management for businesses and individuals, and pension consulting. Mona Mohan's firm, J.P. Morgan Securities LLC, provides a wide range of services to its clients, including financial planning, pension consulting, and portfolio management for individuals and businesses. The firm's client base includes individuals, high-net-worth individuals, corporations, insurance companies, pension and profit sharing plans, charitable organizations, and labor unions.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
AZ
02/07/2024 - Present
J.p. Morgan Securities LLC (SCOTTSDALE AZ)
BOTH
Issued 07/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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Nasdaq Stock Market
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New York Stock Exchange
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