Stephen Huang, financial advisor San Dimas CA

Stephen Huang

CRD Number: 6551929
Current Firm: J.p. Morgan Securities LLC

Stephen Huang (CRD# 6551929) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Dimas, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Chase Bank Walnut, CA Aug 2015 - Current 6
Jp Morgan Securities LLC Walnut, CA Aug 2015 - Current 6
Bank Of America Rowland Heights, CA Aug 2014 - Aug 2015 1
Bank Of America Rowland Heights, CA Aug 2013 - Aug 2014 1
Panda Express Pomona, CA Oct 2010 - Dec 2013 3
Glen A. Wilson High School Hacienda Heights, CA Nov 2010 - Jun 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2015
S66 NASAA Uniform Combined State Law Examination Jun 2018
Contact Info for Stephen Huang
Phone Number: 800-999-2000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    188,264
    MILLIONS
  • Total Number of Accounts
    729,091
    ACCOUNTS
  • Average Account Value
    $258,218
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, WY

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