Jonathan Chan

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → Present
  Jpmc Bank Na (Southwest)
  Foster City, CA
• 04/2014 → Present
  J.P. Morgan Securities Llc
  Foster City, CA

Previous Registrations

• 2011-01-03 → 2014-03-20
  Wells Fargo Clearing Services, Llc
  Palo Alto, CA
  Walnut Creek, CA
  Millbrae, CA
• 2008-08-25 → 2011-01-03
  Wells Fargo Investments, Llc
  Millbrae, CA

Exams

• S66 Uniform Combined State Law Examination
  2000-11-22

Other Names

• Tat Hung Chan
• Jonathan T Chan
• Jonathan T Chan
• Jonathan Tat Hung Chan