Wei Zhong, financial advisor San Francisco CA
90 score

Wei Zhong

CRD Number: 5913105
Current Firm: J.p. Morgan Securities LLC

Wei Zhong (CRD# 5913105) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Francisco, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities, LLC San Francisco, CA Nov 2014 - Current 2
Booksup, Inc. San Francisco, CA May 2013 - Current 3
Scottrade, Inc. San Francisco, CA Jun 2012 - Oct 2014 2
Scottrade, Inc. San Francisco, CA May 2011 - Jun 2012 1
San Francisco State University San Francisco, CA Aug 2007 - May 2012 4
North East Medical Services San Francisco, CA Mar 2010 - Aug 2011 1
North East Medical Services San Francisco, CA Jan 2010 - Mar 2010 < 1
Balboa High School San Francisco, CA Jan 2005 - Jun 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2012
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Wei Q. Zhong
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
90
Clean Record
This advisor has a clean track record with regulators.

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