Parth Panchal, financial advisor Chicago IL

Parth Panchal

CRD Number: 6647453
Current Firm: J.p. Morgan Securities LLC

Parth Panchal (CRD# 6647453) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chicago, IL and has over 2 years of experience in the finance industry.

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J.p. Morgan Securities LLC
Company Name Location Dates Years
J.p. Morgan Securities LLC Chicago, IL Jul 2021 - Current < 1
Jp Morgan Chase Bank, N..a. Chicago, IL Jul 2021 - Current < 1
Eagle Strategies LLC Schaumburg, IL Jan 2021 - Jun 2021 < 1
Nylife Securities LLC Schaumburg, IL Aug 2020 - Jun 2021 < 1
New York Life Insurance Company Schaumburg, IL Aug 2020 - Jun 2021 < 1
J.p. Morgan Securities LLC Chicago, IL Mar 2019 - Jul 2020 1
Jp Morgan Chase Bank, N.a. Chicago, IL Mar 2019 - Jul 2020 1
Goldman, Sachs & Co Deerfield, IL Jun 2018 - Mar 2019 < 1
The Ayco Company, L.p Deerfield, IL Jun 2018 - Mar 2019 < 1
Mercer Allied Company, L.p Deerfield, IL Jun 2018 - Mar 2019 < 1
Loyola University Chicago Chicago, IL Aug 2014 - May 2018 3
Strategic Wealth Partners Deerfield, IL May 2017 - Aug 2017 < 1
Zacks Investment Research Chicago, IL Jan 2017 - Apr 2017 < 1
National Securities Corporation Chicago, IL May 2016 - Dec 2016 < 1
J.crew Group, Inc. Deer Park, IL May 2015 - Jul 2015 < 1
Barrington High School South Barrington, IL Jul 2010 - Jul 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2018
Contact Info for Parth M. Panchal
Phone Number: 800-999-2000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    188,264
    MILLIONS
  • Total Number of Accounts
    729,091
    ACCOUNTS
  • Average Account Value
    $258,218
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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