Sonia Meshram, financial advisor Fresh Meadows NY
93 score

Sonia Meshram

CRD Number: 5604896
Current Firm: J.p. Morgan Securities LLC

Sonia Meshram (CRD# 5604896) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fresh Meadows, NY and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Fresh Meadows, NY Oct 2012 - Current 4
Jpmorgan Chase Bank Fresh Meadows, NY Jan 2010 - Current 6
Chase Investment Services Corp Fresh Meadows, NY Jan 2010 - Oct 2012 2
Ameritas Investment Corp New York, NY Jun 2009 - Oct 2009 < 1
Ameritas Life Insurance New York, NY Jun 2009 - Oct 2009 < 1
Acacia Life Insurance New York, NY Jun 2009 - Oct 2009 < 1
Union Central Life Insurance New York, NY Jun 2009 - Oct 2009 < 1
Anchor Financial Services New York, NY Jun 2009 - Oct 2009 < 1
Jp Morgan Chase Bank Na New York, NY Oct 2008 - Jun 2009 < 1
Chase Investment Services Corp New York, NY Oct 2008 - Jun 2009 < 1
Queens College New York, NY Jan 2008 - Jun 2009 1
Citi Bank New York, NY Apr 2006 - Oct 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2009
S66 NASAA Uniform Combined State Law Examination Oct 2009
Contact Info for Sonia Meshram
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • NJ
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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