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Ravi Devendra Panchal

J.p. Morgan Securities LLC

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About Ravi Devendra Panchal

Ravi Devendra Panchal is a registered representative with J.P. Morgan Securities LLC, a brokerage firm based in New York. Ravi Panchal has been in the financial services industry since 2010. Ravi Panchal has been with J.P. Morgan Securities LLC since October 2012. Ravi Panchal is registered with the state securities regulators of Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Hawaii, Illinois, Maryland, Massachusetts, Michigan, Nevada, New Hampshire, New Jersey, New Mexico, New York, Ohio, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington and West Virginia. Ravi Panchal holds FINRA Series 7 and SIE licenses, and is also licensed in state securities regulation.

Firm Information

Ravi Panchal 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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Ravi Panchal’s Registration & Firm History

NY

09/23/2013 - Present

J.p. Morgan Securities LLC (NEW YORK NY)

NY

01/31/2012 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (NEW YORK CITY NY)

NY

10/27/2010 - 01/19/2012

UBS FINANCIAL SERVICES INC. (NEW YORK NY)

NY

04/20/2007 - 10/11/2007

NATIONAL SECURITIES CORPORATION (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/18/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Ravi Devendra Panchal.
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