Jonry Ji, financial advisor Brooklyn NY

Jonry Ji

CRD Number: 6165191
Current Firm: J.p. Morgan Securities LLC

Jonry Ji (CRD# 6165191) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Brooklyn, NY and has over 5 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
J.p. Morgan Securities LLC Brooklyn, NY Sep 2021 - Current 2
Jp Morgan Chase Bank, N.a. Brooklyn, NY Sep 2021 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Brooklyn, NY Jun 2019 - Sep 2021 2
Bank Of America, N.a. Brooklyn, NY Jun 2019 - Sep 2021 2
Jpmorgan Chase Bank, N.a. Brooklyn, NY Apr 2018 - Jun 2019 1
Jpmorgan Securities LLC Brooklyn, NY Apr 2018 - Jun 2019 1
Capital One Bank Brooklyn, NY Jul 2015 - Apr 2018 2
New York Life Insurance Co New York, NY Feb 2013 - Jul 2015 2
Nylife Securities LLC New York, NY Feb 2013 - Jul 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2018
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Jonry Ji
Phone Number: 800-999-2000
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    249,731
    MILLIONS
  • Total Number of Accounts
    1,034,072
    ACCOUNTS
  • Average Account Value
    $241,502
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • 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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