Jin Shin (CRD# 6808909) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mountain View, CA and has over 6 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Jp Morgan Securities LLC | Mountain View, CA | Jul 2020 - Current | 3 |
Jp Morgan Chase Bank | Mountain View, CA | Jul 2020 - Current | 3 |
Jp Morgan Securities LLC | Santa Clara, CA | May 2017 - Jul 2020 | 3 |
Jp Morgan Chase Bank | Santa Clara, CA | May 2017 - Jul 2020 | 3 |
Arthur J. Gallagher & Company Risk Placement Services | Poulsbo, WA | May 2015 - May 2017 | 2 |
Pemco Mutual Insurance Co | Seattle, WA | Nov 2012 - May 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2017 |
S66 | NASAA Uniform Combined State Law Examination | Oct 2020 |
- 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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