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Vrishin Sundaram

J.p. Morgan Securities LLC

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About Vrishin Sundaram

Vrishin Sundaram is a registered investment advisor representative with J.P. Morgan Securities LLC. Vrishin is also registered as an investment advisor representative with J.P. Morgan Securities LLC in Texas. Vrishin has been in the industry since August 19, 2024, and has a total of 25 approved SRO registrations, 1 approved FINRA registration, 53 approved state registrations, and 1 approved IA state registration. Vrishin has passed the Series 66, Series 7TO and SIE exams. Vrishin is currently registered in 51 states and has previously worked at JPMorgan Chase Bank, N.A., Immunogen, Bronx-Lebanon Hospital, New York Medical College, Regeneron Pharmaceuticals, and Boston University.

Firm Information

Vrishin Sundaram 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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Vrishin Sundaram’s Registration & Firm History

MA

09/05/2024 - Present

J.p. Morgan Securities LLC (Boston MA)

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Licenses & Designations

BOTH

Issued 09/05/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/19/2024

Series 7TO - General Securities Representative Examination

BC

Issued 05/02/2024

SIE - Securities Industry Essentials 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 Vrishin Sundaram.
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