Nikhil Khosla
Professional summary
Nikhil Khosla, who also goes by Nikhil Khosla, is a registered financial advisor currently at J.P. MORGAN INVESTMENT MANAGEMENT INC. located in New York, New York and J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. located in New York, New York.
Nikhil is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Nikhil has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Nikhil Khosla's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 26, 2021 - Present
J.P. MORGAN INVESTMENT MANAGEMENT INC.
Office #1: 277 Park Avenue 2nd & 3rd Floor, New York, NY 10172May 10, 2021 - Present
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
Office #1: 270 Park Ave, New York, NY 10017March 25, 2014 - May 14, 2019
DEUTSCHE BANK SECURITIES INC.
Primary Firm SEC Registration
J.P. MORGAN INVESTMENT MANAGEMENT INC.
CRD#: 107038 / SEC#: 801-21011
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/26/2021)
Exams
FINRA
Current Firm
J.P. MORGAN INVESTMENT MANAGEMENT INC.
CRD#: 107038 / SEC#: 801-21011
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 114,499 |
| AUM (Assets Under Management) | $ 2,985,273,722,862 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2024 | ||
| 01/25/2024 | ||
| 01/27/2023 |
Red Flags
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