Angela Liu

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

• 10/2012 → Present
  J.P. Morgan Securities Llc
  Lake Hiawatha, NJ
• 06/2010 → Present
  Jpmorgan Chase Bank, N.A.
  Lake Hiawatha, NJ

Previous Registrations

• 2010-07-20 → 2012-10-01
  Chase Investment Services Corp.
  Lake Hiawatha, NJ
  Boonton, NJ
• 2006-11-20 → 2008-07-22
  Pnc Wealth Management Llc
  Cedar Knolls, NJ
• 2004-03-12 → 2006-09-07
  Chase Investment Services Corp.
  Lake Hiawatha, NJ
  Lake Hiawatha, NJ

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-11-28
• S65 Uniform Investment Adviser Law Examination
  2001-01-13

Other Names

• Angela Chou
• Angela Li Ching Liu