Wei ZhongCRD 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.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Polaris Greystone Financial Group, LLC
|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|
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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