Mithilesh PimpariyaCRD Number: 6204802
Current Firm: J.p. Morgan Securities LLC
Mithilesh Pimpariya (CRD# 6204802) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Verona, NJ and has over 8 years of experience in the finance industry. Mithilesh Pimpariya has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|Jp Morgan Securities LLC||Morristown, NJ||Feb 2019 - Current||4|
|Jpmorgan Chase Bank N.a.||Morristown, NJ||Feb 2019 - Current||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Summit, NJ||Apr 2017 - Feb 2019||1|
|Bank Of America, N.a.||Summit, NJ||Apr 2017 - Feb 2019||1|
|Pnc Bank||West Orange, NJ||Jul 2015 - Apr 2017||1|
|Pnc Investments LLC||West Orange, NJ||Jul 2015 - Apr 2017||1|
|Northwestern Mutual Life Insurance Company||West Orange, NJ||Jul 2013 - Jul 2015||2|
|Northwestern Mutual Investment Services, LLC||Paramus, NJ||May 2013 - Jul 2015||2|
|New York Sport Club/town Sports International Holdings||Livingston, NJ||Jan 2008 - Apr 2014||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2015|
|S63||Uniform Securities State Law Examination||Jun 2014|
Total Assets Under Management212,929MILLIONS
Total Number of Accounts982,795ACCOUNTS
Average Account Value$216,656
- A percentage of assets under your management
- 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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