Jingwei ZhangCRD Number: 6925514
Current Firm: J.p. Morgan Securities LLC
Jingwei Zhang (CRD# 6925514) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Marino, CA and has over 4 years of experience in the finance industry.
Awm Capital, LLC
Aqua Capital Advisors
Wealth Management Partners Of Los Angeles
|Jpmorgan Chase Bank, N.a.||San Marino, CA||Aug 2019 - Current||3|
|J.p. Morgan Securities LLC||San Marino, CA||Aug 2019 - Current||3|
|W&s Brokerage Services, Inc.||Gardena, CA||Apr 2019 - Aug 2019||< 1|
|Western & Southern Life||Gardena, CA||Mar 2019 - Aug 2019||< 1|
|The Prudential Insurance Company Of America||Los Angeles, CA||Jun 2018 - Mar 2019||< 1|
|Pruco Securities, LLC||Los Angeles, CA||Mar 2018 - Mar 2019||1|
|Unemployed||Los Angeles, CA||Jul 2017 - Feb 2018||< 1|
|Cpa Australia Beijing Office||Beijing,||Mar 2016 - Jun 2017||1|
|Unemployed||Beijing,||Aug 2014 - Feb 2016||1|
|Zhaopin.com||Beijing,||Oct 2011 - Jul 2014||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2018|
|S65||NASAA Investment Advisors Law Examination||Jan 2019|
Total Assets Under Management229,725MILLIONS
Total Number of Accounts856,594ACCOUNTS
Average Account Value$268,184
- A percentage of assets under your management
- Financial planning services
- 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)
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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