Colin Dasanjh, financial advisor Palo Alto CA
93 score

Colin Dasanjh

CRD Number: 5565771
Current Firm: J.p. Morgan Securities LLC

Colin Dasanjh (CRD# 5565771) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palo Alto, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Palo Alto, CA Oct 2012 - Current 4
Andrews International San Francisco, CA Apr 2011 - May 2014 3
Chase Investment Services Corp Palo Alto, CA Jul 2012 - Oct 2012 < 1
Wells Fargo Advisors LLC Millbrae, CA May 2009 - Jul 2012 3
Wells Fargo Bank, N.a. Millbrae, CA Jul 2008 - Jul 2012 4
Allied Barton Security San Jose, CA Oct 2007 - Apr 2011 3
Wachovia Securities, LLC San Leandro, CA Jul 2008 - May 2009 < 1
Citibank San Carlos, CA May 2003 - Jun 2008 5
Strategic Security Services San Diego, CA Apr 2006 - May 2007 1
San Diego State University San Diego, CA Aug 2005 - May 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Colin P. Dasanjh
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
  • IN
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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