Jahule ValuviCRD Number: 5468710
Current Firm: J.p. Morgan Securities LLC
Jahule Valuvi (CRD# 5468710) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in La Verne, CA and has over 4 years of experience in the finance industry.
Jst Investment Consulting
Penniall & Associates
Asset Planning, Inc.
|J.p. Morgan Securities LLC||La Verne, CA||Oct 2012 - Current||4|
|Jpmorgan Chase Bank||La Verne, CA||Jan 2009 - Current||8|
|Chase Investment Services Corp||La Verne, CA||Apr 2012 - Oct 2012||< 1|
|Vista Commercial||Whittier, CA||Aug 2008 - Dec 2008||< 1|
|National Planning Corporation||West Covina, CA||Jan 2008 - Jul 2008||< 1|
|Adinia Group LLC||San Marino, CA||Feb 2007 - Dec 2007||< 1|
|Citi Bank||Pasadena, CA||Oct 2006 - Jan 2007||< 1|
|Unemployed||West Covina, CA||Aug 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2012|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- 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
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