Jimmy Cheng, financial advisor Brooklyn NY

Jimmy Cheng

CRD Number: 6718287
Current Firm: J.p. Morgan Securities LLC

Jimmy Cheng (CRD# 6718287) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Brooklyn, NY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Brooklyn, NY Jun 2021 - Current < 1
Jp Morgan Chase Bank, N.a. Brooklyn, NY Jun 2021 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Brooklyn, NY Sep 2018 - Jun 2021 2
Bank Of America, N.a. Brooklyn, NY Sep 2018 - Jun 2021 2
Jp Morgan Securities LLC Brooklyn, NY Oct 2016 - Aug 2018 1
Jpmorgan Chase Brooklyn, NY Oct 2016 - Aug 2018 1
Td Bank Brooklyn, NY Nov 2015 - Oct 2016 < 1
M Star Hong Kong Cafe Brooklyn, NY Dec 2011 - Oct 2016 4
Santander Bank New York, NY Jul 2014 - Dec 2014 < 1
Barnes & Noble Inc. New York, NY Oct 2013 - Jan 2014 < 1
Lord And Taylor New York, NY Oct 2013 - Nov 2013 < 1
Unemployed Brooklyn, NY Jun 2011 - Nov 2011 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2016
S66 NASAA Uniform Combined State Law Examination Jan 2019
Contact Info for Jimmy Cheng
Phone Number: 800-999-2000
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    188,264
    MILLIONS
  • Total Number of Accounts
    729,091
    ACCOUNTS
  • Average Account Value
    $258,218
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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