Zhen Zhang, financial advisor Cupertino CA

Zhen Zhang

CRD Number: 6275855
Current Firm: J.p. Morgan Securities LLC

Zhen Zhang (CRD# 6275855) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cupertino, CA and has over 7 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Jp Morgan Securities LLC San Jose, CA Nov 2013 - Current 8
Jp Morgan Chase San Jose, CA Nov 2013 - Current 8
Unemployed Sunnyvale, CA Feb 2013 - Nov 2013 < 1
Unemployed Shenzhen, Nov 2012 - Feb 2013 < 1
Hsbc Bank(china)company Limited Shenzhen, Jan 2009 - Nov 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2014
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Zhen Zhang
Phone Number: 800-999-2000
Firm Website: https://www.chase.com
Registered State(s):
  • CA
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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