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Sunil Satnarain

J.p. Morgan Securities LLC

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About Sunil Satnarain

Sunil Satnarain is a registered representative of J.P. Morgan Securities LLC, a leading financial services firm. Sunil has been in the industry since 2016, and has experience in financial planning, portfolio management and pension consulting for both individuals and businesses. Sunil has a strong commitment to providing clients with personalized financial advice and strategies to help them reach their financial goals. Sunil has successfully completed the Series 7, Series 66, and Series 99TO exams. Sunil also holds the SIE designation.

Firm Information

Sunil Satnarain 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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Sunil Satnarain’s Registration & Firm History

NY

01/22/2018 - Present

J.p. Morgan Securities LLC (Brooklyn NY)

NY

03/07/2016 - 05/12/2017

HSBC SECURITIES (USA) INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/19/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/07/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

Disclosures

There are no public disclosures for Sunil Satnarain.
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