Devang ShahCRD Number: 5578409
Current Firm: J.p. Morgan Securities LLC
Devang Shah (CRD# 5578409) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Brooklyn, NY and has over 9 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Cfs Investment Advisory Services LLC
|J.p. Morgan Securites LLC||Brooklyn, NY||Apr 2014 - Current||4|
|Liberty Partners Financial Services, LLC||Bakersfield, CA||Oct 2013 - Mar 2014||< 1|
|Pelagon Capital Group||Woodbridge, NJ||Apr 2012 - Oct 2013||1|
|Wts Proprietary Trading Group, LLC||New York, NY||Jan 2012 - May 2012||< 1|
|Dimension Trading Group,llc||New York, NY||May 2010 - Jan 2012||1|
|Dimension Securities,llcnew York||New York, NY||Jun 2010 - Dec 2011||1|
|Dimension Trading Group, LLC||New York, NY||Apr 2010 - Dec 2011||1|
|National Securities||Iselin, NJ||Mar 2008 - Apr 2010||2|
|National Securities Corporation||Iselin, NJ||Jun 2008 - Mar 2010||1|
|Commerce Bank||Old Bridge, NJ||Oct 2007 - Jun 2008||< 1|
|Sayreville High School||Parlin, NJ||Sep 2004 - Jun 2008||3|
|Schooling||Sayreville, NJ||Sep 1997 - Jun 2008||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2014|
|S63||Uniform Securities State Law Examination||Aug 2008|
Total Assets Under Management81,562MILLIONS
Total Number of Accounts376,424ACCOUNTS
Average Account Value$216,675
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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