Abhishek VakilCRD Number: 6021636
Current Firm: J.p. Morgan Securities LLC
Abhishek Vakil (CRD# 6021636) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New York, NY and has over 4 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Axa Advisors, LLC
|Jp Morgan Securities LLC||San Francisco, CA||Mar 2015 - Current||1|
|E*trade Securities LLC||Palo Alto, CA||Jun 2013 - Mar 2015||1|
|Etrade Capital Management LLC||Palo Alto, CA||Jun 2013 - Mar 2015||1|
|Fidelity Investments||San Francisco, CA||Jan 2012 - Jun 2013||1|
|Fidelity Brokerage Services LLC||San Francisco, CA||Jan 2012 - May 2013||1|
|Veritude||San Francisco, CA||Jun 2011 - Jan 2012||< 1|
|San Francisco State University||San Francisco, CA||Sep 2010 - May 2011||< 1|
|Barclaycard Usa, Barclays Bank||Wilmington, DE||Jun 2010 - Aug 2010||< 1|
|San Francisco State University||San Francisco, CA||Mar 2010 - May 2010||< 1|
|Chipotle Mexican Grill||Daly City, CA||Aug 2009 - Feb 2010||< 1|
|De Anza College||Cupertino, CA||Mar 2009 - Aug 2009||< 1|
|De Anza Foothill Community College Tutorial Center||Cupertino, CA||Sep 2008 - Feb 2009||< 1|
|De Anza College||Cupertino, CA||Jan 2008 - Aug 2008||< 1|
|Target Corporation||Cupertino, CA||Sep 2007 - Dec 2007||< 1|
|Full Time High School||Mumbai,||May 2005 - Aug 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2012|
|S65||NASAA Investment Advisors Law Examination||Aug 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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