Lai Zhang, financial advisor Sacramento CA
88 score

Lai Zhang

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Lai Zhang
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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