Shruti KohliCRD Number: 5416797
Current Firm: J.p. Morgan Securities LLC
Shruti Kohli (CRD# 5416797) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Port Hueneme, CA and has over 10 years of experience in the finance industry.
Greyfox Investors LLC
Invictus Asset Management LLC
Lamia Financial Group, Inc.
|Country Inn & Suites||Matthews, NC||Dec 2015 - Current||2|
|J.p. Morgan Securities LLC||Camarillo, CA||Oct 2012 - Current||5|
|Jpmorgan Chase Bank Na||Santa Barbara, CA||Oct 2009 - Current||8|
|Chase Investment Services Corp||Santa Barbara, CA||Oct 2009 - Oct 2012||3|
|Wgs||Woodland Hills, CA||Apr 2009 - Sep 2009||< 1|
|Wfg||Woodland Hills, CA||Mar 2009 - Sep 2009||< 1|
|Premier America Credit Union||Chatsworth, CA||Feb 2009 - Sep 2009||< 1|
|Banc Of America Investment Services, Inc.||Santa Barbara, CA||Sep 2007 - Jan 2009||1|
|Bank Of America, N.a.||Santa Barbara, CA||Dec 1999 - Sep 2007||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2007|
|S65||NASAA Investment Advisors Law Examination||Nov 2010|
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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