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Simon Jacob Kunthara

J.p. Morgan Securities LLC

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About Simon Jacob Kunthara

Simon Kunthara is a registered representative with J.p. Morgan Securities LLC in Tempe, Arizona. Simon has been in the financial services industry since January 2024 and has passed the Uniform Combined State Law Examination. Simon's previous employment experience includes positions at MORGAN STANLEY, FedEx Services, Charles Schwab (Judge Group), Automatic Data Processing (ADP), Fieldworks LLC, Discover Card (Education at Work), McDonalds Corporation, and Simon Dental Care.

Firm Information

Simon Kunthara 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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Simon Kunthara’s Registration & Firm History

AZ

11/13/2024 - Present

J.p. Morgan Securities LLC (Tempe AZ)

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Licenses & Designations

State Registrations

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Inactive

SRO Registrations

Disclosures

There are no public disclosures for Simon Jacob Kunthara.
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