Vivian Loy

Current Employers

Employment History

• 01/2022 → 07/2023
  First Republic Investment Management, Inc
  New York, NY
• 04/2015 → 01/2022
  Pnc Bank
  Ridgewood, NJ
• 10/2023 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 07/2023 → Present
  Jp Morgan Chase Bank, N.A.
  New York, NY
• 08/2026 → Present
  Kansas State University
  Manhattan, NY

Previous Registrations

• 2022-03-21 → 2025-03-19
  J.P. Morgan Private Wealth Advisors Llc
  New York, NY
• 2012-10-04 → 2015-01-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New Milford, NJ
  New York, NY
• 2010-09-20 → 2012-05-29
  Morgan Stanley
  New York, NY
  Purchase, NY
  Purchase, NY
  Boston, MA

Other Businesses

Effective 10/31/2023 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products. Entity Name: Kansas State University Investment related: No "Address: 919 Mid-Campus Drive North Manhattan, KS 66506 https://www.k-state.edu/ " Nature of the other business: Education Position/Title/Relationship: Employee/Contractor Start Date: 08/24/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Teacher's Assistant for Kansas State University - Personal Financial Planning program. This job entails supporting the professor in grading assignments and providing constructive feedback to undergraduate and/or graduate students enrolled in the CFP(r) courses. This role is an external role and I would be providing my expertise as a CFP(r) professional in helping students. I'm not aware of any connection to JPMorgan Chase."

Exams

• S66 Uniform Combined State Law Examination
  2024-01-02

Designations

Other Names

• Vivian L Hui
• Vivian Hui Loy
• Vivian Hul