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Anup B
Series 63, Series 65
Lewis Center, OH
J.P. Morgan Securities
Anup Bhatt is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various J.P. Morgan entities since 2012, with prior experience at Chase Investment Services Corp. and Banc One Securities Corporation. He serves as Vice President of Finance and Trustee for the Bharatiya Hindu Temple, where he manages member donation processing and reporting. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary, client-directed approach.
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