Zhen ZhangCRD 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.
Wells Fargo Clearing Services, LLC
Lpl Financial LLC
Fidelity Personal And Workplace Advisors
|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|
Total Assets Under Management188,264MILLIONS
Total Number of Accounts729,091ACCOUNTS
Average Account Value$258,218
- A percentage of assets under your management
- 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)
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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