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Mrugesh H Shah

J.p. Morgan Securities LLC

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About Mrugesh H Shah

Mrugesh H Shah is a financial advisor registered with J.P. Morgan Securities LLC. Mrugesh has over 6 years of experience in the financial industry and holds licenses in Illinois and Texas. Mrugesh offers a range of financial services including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. Mrugesh has a proven track record of success in helping clients achieve their financial goals.

Firm Information

Mrugesh Shah 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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Mrugesh Shah’s Registration & Firm History

IL

01/08/2025 - Present

J.p. Morgan Securities LLC (ARLINGTON HTS IL)

IL

03/15/2016 - 02/02/2022

J.P. MORGAN SECURITIES LLC (ARLINGTON HEIGHTS IL)

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Licenses & Designations

BOTH

Issued 11/11/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/26/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/26/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Mrugesh H Shah.
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