Joshua
Khokhar

J.P. Morgan Securities LLC

CRD#5507369
Investment Advisor
in San Diego, CA
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About this Advisor

Joshua Khokhar is a certified financial planner whose office is in San Diego, California. Currently a registered investment advisor with J.P. Morgan Securities LLC, they have accrued 10 years of professional experience. Khokhar maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Khokhar is able to advise customers in California and New Jersey. Throughout their career, Khokhar has worked at Jp Morgan Chase Na, Chase Investment Services Corp and J.P. Morgan Securities LLC. J.P. Morgan Securities LLC is based out of San Diego, California, and has 5,365 additional offices throughout the nation. In aggregate, J.P. Morgan Securities LLC manages $113 billion in assets dispersed across 505,984 accounts and employs more than 5,713 people. The amount of assets the firm manages places it among the largest financial advisory firms in the country. The firm manages 396,797 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 16% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. J.P. Morgan Securities LLC can provide portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

5825 Balboa Ave
San Diego, CA 92111

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$112,505,543,419

CA Average: $7,464,549,021
Total Number of Employees

5,713

CA Average: 88
Total Number of Accounts

505,984

CA Average: 3,892
Average Account Size

$222,350

CA Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Joshua Khokhar Work History

Joshua has 10 years of experience.

2012 - Present (7 years)

J.P. Morgan Securities LLC

2008 - Present (11 years)

Jp Morgan Chase Na

2008 - 2012 (4 years)

Chase Investment Services Corp

Disclosures

Joshua Khokhar has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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