Yingfei Shi, financial advisor Cupertino CA
93 score

Yingfei Shi

CRD Number: 5396888
Current Firm: J.p. Morgan Securities LLC

Yingfei Shi (CRD# 5396888) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cupertino, CA and has over 9 years of experience in the finance industry.

Similar Advisors
William Martin, financial advisor Cupertino CA
William H. Martin
CRD# 1568084
Altos Investments, Inc.
Score
106
Similar Advisors
David Meyers, financial advisor Cupertino CA
David S. Meyers
CRD# 3202058
Meyers Wealth Management
Score
104
Similar Advisors
Jennifer Davis, financial advisor Cupertino CA
Jennifer A. Davis
CRD# 2481766
Skyoak Wealth Management, Inc.
Score
93
Company Name Location Dates Years
J.p. Morgan Securities LLC Cupertino, CA Oct 2012 - Current 4
Wamu Investments, Inc. Dublin, CA Feb 2009 - Current 7
Chase Investment Services Corp. Cupertino, CA May 2009 - Oct 2012 3
None Palo Alto, CA Nov 2008 - Feb 2009 < 1
Morgan Stanley & Company, Inc. Cupertino, CA Jul 2007 - Nov 2008 1
Self-employed Campbell, CA Jan 2007 - Jun 2007 < 1
Shenying Wanguo Securities Company Jiaxing, Jan 2004 - Dec 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2007
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Yingfei Shi
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
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

Ready to hire a financial advisor? Get competitive proposals from Yingfei Shi and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.