Jonathan Chan, financial advisor Foster City CA

Jonathan Chan

CRD Number: 4240840
Current Firm: J.p. Morgan Securities LLC

Jonathan Chan (CRD# 4240840) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Foster City, CA and has over 20 years of experience in the finance industry.

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Wealth & Tax Planners
Company Name Location Dates Years
Jpmorgan Chase Bank Cupertino, CA Apr 2014 - Current 6
Jp Morgan Securities, LLC Cupertino, CA Apr 2014 - Current 6
Unemployed Millbrae, CA Mar 2014 - Mar 2014 < 1
Wells Fargo Advisors LLC Millbrae, CA Jan 2011 - Feb 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2000
Contact Info for Jonathan Chan
Phone Number: 800-999-2000
Firm Website: https://www.chase.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    163,396
    MILLIONS
  • Total Number of Accounts
    660,063
    ACCOUNTS
  • Average Account Value
    $247,546
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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