Janice WongCRD Number: 5983839
Current Firm: J.p. Morgan Securities LLC
Janice Wong (CRD# 5983839) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chicago, IL and has over 6 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Treasure Fleet LLC||Chicagp, IL||Jun 2016 - Current||1|
|Jpmorgan Chase Bank||Chicago, IL||Apr 2015 - Current||2|
|Jp Morgan Securities LLC||Chicago, IL||Apr 2015 - Current||2|
|Bon-ton Stores, Inc.||Peoria, IL||Apr 2015 - Jan 2016||< 1|
|Valic Financial Advisors, Inc.||Chicago, IL||Mar 2014 - Mar 2015||1|
|World Heritage Int'l||Peoria, IL||Feb 2014 - Dec 2014||< 1|
|Wells Fargo Advisors||Peoria, IL||Dec 2012 - Mar 2014||1|
|Bhealthy Beverage LLC||Peoria, IL||Aug 2010 - Dec 2013||3|
|Scott Creations LLC||Peoria, IL||May 2010 - Dec 2013||3|
|Perpetual Jewel LLC||Peoria, IL||Mar 2008 - Dec 2013||5|
|Merrill Lynch, Pierce, Fenner And Smith Incorporated||Peoria, IL||Mar 2012 - Dec 2012||< 1|
|Morgan Stanley Smith Barney||Peoria, MI||Oct 2011 - Jan 2012||< 1|
|Sinoaffinity Inc.||Peoria, IL||Dec 2004 - Oct 2011||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2012|
|S65||NASAA Investment Advisors Law Examination||Feb 2012|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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
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