Washington, DC 1401 14th St NW Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$392,937,438,222
ClientsTotal clients
1,234,172
AdvisorsAdvisors at this office
3
Of 14,280 advisors across 3,605 offices
Location
1401 14th St NW
Washington DC 20005
Advisors at this office
3
Advisors at this office
Anuj S
Series 63, Series 65
Washington, DC
J.P. Morgan Securities
Anuj Singh is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several major firms, including Wells Fargo Bank, Bank of America, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through a non-discretionary program supported by a centralized due-diligence framework.
David S
Series 66
Washington, DC
J.P. Morgan Securities
David Sachrison is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020 and previously at Bank of America and Merrill from 2013 to 2020. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.
Christie C
Series 66
Washington, DC
J.P. Morgan Securities
Christie Crawford is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.
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