Jahule Valuvi (CRD# 5468710) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Claremont, CA and has over 11 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Chase Bank, N.a | Claremont, CA | Mar 2014 - Current | 10 |
| Jenlu, Llc. (ladybug And Duke / Etsy.com) | Los Angeles, CA | May 2017 - Feb 2018 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2013 |
- AZ
- CA
- FL
- IL
- LA
- MI
- NV
- NM
- NC
- OH
- TX
- WA
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- 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)
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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