Jasdeep Cheema, financial advisor Elk Grove CA
93 score

Jasdeep Cheema

CRD Number: 5278447
Current Firm: J.p. Morgan Securities LLC

Jasdeep Cheema (CRD# 5278447) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Elk Grove, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Securities LLC Elk Grove, CA Apr 2016 - Current < 1
Wells Fargo Advisors LLC Sacramento, CA May 2010 - Mar 2016 5
Wells Fargo Bank, N.a. Sacramento, CA Apr 2010 - Mar 2016 5
Wells Fargo Investments, LLC Roseville, CA Apr 2010 - Jan 2011 < 1
Wells Fargo Investments, LLC Roseville, CA Oct 2007 - Jan 2011 3
Wachovia Bank, N.a. Sacramento, CA Aug 2008 - Apr 2010 1
Wachovia Securities, LLC Sacramento, CA Sep 2008 - May 2009 < 1
Wells Fargo Bank West Sacramento, CA Aug 2003 - Aug 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Jasdeep S. Cheema
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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