Manmeet Kakar, financial advisor Corona CA

Manmeet Kakar

CRD Number: 6623945
Current Firm: J.p. Morgan Securities LLC

Manmeet Kakar (CRD# 6623945) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Corona, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Chase Bank Chino Hills, CA Jul 2017 - Current 4
Jp Morgan Securities LLC Chino Hills, CA Jul 2017 - Current 4
Northwestern Mutual Life Insurance Company Los Angeles, CA Mar 2016 - Jul 2017 1
Northwestern Mutual Investment Services LLC Los Angeles, CA Mar 2016 - Jul 2017 1
Sears Rancho Cucamonga, CA Jan 2012 - Mar 2016 4
Chaffey College Rancho Cucamonga, CA Jan 2012 - Dec 2015 3
University Of California-san Diego La Jolla, CA Sep 2013 - Jun 2015 1
United States Marine Corps Miramar, CA Jan 2011 - Mar 2015 4
Mount San Antonio College Walnut, CA Aug 2009 - Dec 2013 4
Sears Outlet Rancho Cucamonga, CA Oct 2009 - Jan 2012 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2017
S66 NASAA Uniform Combined State Law Examination Aug 2018
Contact Info for Manmeet S. Kakar
Phone Number: 800-999-2000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    188,264
    MILLIONS
  • Total Number of Accounts
    729,091
    ACCOUNTS
  • Average Account Value
    $258,218
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, WY

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