Ji Michael Chung, financial advisor Cupertino CA
93 score

Ji Michael Chung

CRD Number: 3054624
Current Firm: Morgan Stanley

Ji Michael Chung (CRD# 3054624) is an Investment Advisor Representative working at Morgan Stanley in Cupertino, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Aug 2015 - Current 1
Morgan Stanley Cupertino, CA Jul 2015 - Current 1
Bank Of America, N.a. San Jose, CA Apr 2012 - Jul 2015 3
Merrill Lynch San Jose, CA Mar 2012 - Jul 2015 3
Metlife Securities Inc. San Jose, CA Oct 2010 - Mar 2012 1
Mjc & Partners San Jose, CA Jan 2009 - Mar 2012 3
Massmutual Life Insurance Company San Jose, CA Jul 2009 - Oct 2010 1
Mml Investors Services Inc. San Jose, CA Jul 2009 - Oct 2010 1
Park Avenue Securities Walnut Creek, CA Feb 2009 - May 2009 < 1
Guardian Life Insurance Company Of America Walnut Creek, CA Feb 2009 - May 2009 < 1
Pruco Securities LLC San Jose, CA Mar 2006 - Jan 2009 2
The Prudential Insurance Company Of America San Jose, CA Mar 2006 - Jan 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 1998
Contact Info for Ji Michael Y. Chung
Phone Number: 914-225-5510
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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)
  • Educational seminars/workshops
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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