Siulieng Chea-Jerez, financial advisor San Leandro CA
93 score

Siulieng Chea-Jerez

CRD Number: 6053131
Current Firm: J.p. Morgan Securities LLC

Siulieng Chea-Jerez (CRD# 6053131) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Leandro, 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, N.a. San Leandro, CA Jan 2018 - Current < 1
J.p. Morgan Securities LLC San Leandro, CA Oct 2012 - Current 5
Jpmorgan Chase Bank Oakland, CA Nov 2011 - Jan 2018 6
Chase Investment Services Corp Oakland, CA Mar 2012 - Oct 2012 < 1
Delivery Agent Inc. San Francisco, CA Oct 2011 - Oct 2011 < 1
H & R Block Enterprises Oakland, CA Oct 2007 - Oct 2011 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2012
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Siulieng Chea-Jerez
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    81,562
    MILLIONS
  • Total Number of Accounts
    376,424
    ACCOUNTS
  • Average Account Value
    $216,675
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, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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