Chi Lam, financial advisor Fresh Meadows NY

Chi Lam

CRD Number: 4773304
Current Firm: J.p. Morgan Securities LLC

Chi Lam (CRD# 4773304) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fresh Meadows, NY and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Chase Bank N.a. Fresh Meadows, NY Jan 2018 - Current 3
Jp Morgan Securities, LLC Fresh Meadows, NY Jan 2018 - Current 3
Scottrade Investment Management Flushing, NY Mar 2017 - Jan 2018 < 1
Scottrade Inc. Flushing, NY Apr 2016 - Jan 2018 1
Bank Of America New York, NY Nov 2013 - Mar 2016 2
Chase New York, NY Jun 2005 - Oct 2013 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2004
S63 Uniform Securities State Law Examination Jun 2016
Contact Info for Chi W. Lam
Phone Number: 800-999-2000
Registered State(s):
  • CT
  • 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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