Lei Zhu, financial advisor Flushing NY

Lei Zhu

CRD Number: 6625384
Current Firm: J.p. Morgan Securities LLC

Lei Zhu (CRD# 6625384) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Flushing, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities, LLC East Elmhurst, NY Jun 2019 - Current 2
Jp Morgan Chase Bank, N.a. East Elmhurst, NY Jun 2019 - Current 2
Triple Z Brothers, Llc (red Mango Frozen Yogurt Franchise) Fresh Meadows, NY Apr 2018 - Current 3
4derk LLC Fresh Meadows, NY Dec 2016 - Current 4
4derk, Llc (red Mango Frozen Yogurt Franchise) Fresh Meadows, NY Dec 2016 - Nov 2020 3
Axa Advisors, LLC New York, NY Jan 2019 - May 2019 < 1
Unemployed Flushing, NY Feb 2016 - Feb 2017 1
Dbs Vickers Securities (usa) Inc. New York, NY Jan 2016 - Feb 2016 < 1
Cordium New York, NY Mar 2014 - Jan 2016 1
Unemployed Flushing, NY Jun 2013 - Feb 2014 < 1
Firstrade Securities Inc. Flushing, NY Feb 2011 - May 2013 2
Baruch College New York City, NY Jan 2010 - Sep 2012 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2018
Contact Info for Lei Zhu
Phone Number: 800-999-2000
Registered State(s):
  • NJ
  • NY
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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