Lai ZhangCRD Number: 6351296
Current Firm: J.p. Morgan Securities LLC
Lai Zhang (CRD# 6351296) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sacramento, CA and has over 2 years of experience in the finance industry.
Wells Fargo Advisors, LLC
Adams Ashby Financial Advisors
Veripax Financial Management, LLC
|Jp Morgan Securities LLC||Sacramento, CA||Jul 2015 - Current||1|
|Jp Morgan Chase Bank||Sacramento, CA||Jul 2015 - Current||1|
|Edward Jones||St Louis, MO||Jun 2014 - Jun 2015||1|
|University Of Missouri||Columbia, MO||Aug 2010 - Jul 2014||3|
|New Oriented Education & Technology Group Inc.||Nanning,||Jun 2013 - Aug 2013||< 1|
|Campus Dinning Service||Columbia, MO||Feb 2011 - Mar 2013||2|
|Southwestern Company||Nashville, TN||May 2011 - Aug 2011||< 1|
|Keystone Staffing||Columbia, MO||Sep 2010 - Nov 2010||< 1|
|Jr Diamond Restaurant||Silex, MO||Nov 2009 - Jul 2010||< 1|
|Elsberry High School||Elsberry, MO||Feb 2005 - May 2010||5|
|Wentzville School District||Wentzville, MO||Jun 2009 - Aug 2009||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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
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