Shun LiCRD Number: 5056428
Current Firm: J.p. Morgan Securities LLC
Shun Li (CRD# 5056428) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New York, NY and has over 12 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
Hightower Advisors, LLC
|Crescent Spring, Inc.||Brooklyn, NY||Sep 2013 - Current||8|
|J.p Morgan Securities LLC||New York, NY||Sep 2011 - Current||10|
|J.p Morgan Chase Bank||New York, NY||Sep 2011 - Current||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2009|
Total Assets Under Management188,264MILLIONS
Total Number of Accounts729,091ACCOUNTS
Average Account Value$258,218
- A percentage of assets under your management
- 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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