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Advisors / Massachusetts / Boston
2yrs

Reeva Sachdev

Financial advisor at J.p. Morgan Securities

Based in Boston, Massachusetts, Reeva Sachdev is a fiduciary financial advisor with 2 years of industry experience. Reeva has been with J.p. Morgan Securities since 2024. J.p. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.

One of 3764 advisors with offices in Boston, and one of 3310 fiduciaries.

Boston, MA 02110Fiduciary advisor

At a glance

Experience2 years (since 2024)
How that compares ?2 years in the industry
Office50 Rowes Wharf Floor 03, Boston, MA 02110
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state

Services through J.p. Morgan Securities

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2024 – now

Questions to ask Reeva

Tailored to Reeva’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Reeva

How do I contact Reeva?

Call J.p. Morgan Securities at 800-999-2000 and ask for Reeva Sachdev. Reeva works from the Boston, MA office.

How long has Reeva been a financial advisor?

Reeva has been in the industry since 2024, about 2 years. 2 years in the industry.

What licenses does Reeva hold?

Series 66. Tap any license on this page to see what it allows.

Is Reeva a fiduciary?

Reeva is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Reeva paid?

J.p. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Reeva for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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