Qingfeng Lin (CRD# 5815736) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in La Habra, CA and has over 10 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 5781614
Awm Capital, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | La Habra, CA | May 2023 - Current | < 1 |
| Jpmorgan Chase Bank, N.a. | La Habra, CA | May 2023 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Irvine, CA | Jul 2021 - May 2023 | 1 |
| Bank Of America N.a. | Irvine, CA | Jul 2021 - May 2023 | 1 |
| Td Ameritrade, Inc. | Long Beach, CA | Feb 2018 - Jun 2021 | 3 |
| Td Ameritrade Investment Management, LLC | Long Beach, CA | Feb 2018 - Jun 2021 | 3 |
| Scottrade Investment Management | Rowland Heights, CA | Jan 2017 - Feb 2018 | 1 |
| Scottrade, Inc. | Rowland Heights, CA | Mar 2016 - Feb 2018 | 1 |
| Unemployed | Los Angeles, CA | Feb 2016 - Feb 2016 | < 1 |
| Scottrade, Inc. | Alhambra, CA | Oct 2013 - Jan 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2017 |
- CA
- TX
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- 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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