Zejia Leung

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

• 03/2016 → 03/2020
  Bancwest Investment Services, Inc
  Alhambra, CA
• 03/2016 → 03/2020
  Bank Of The West
  Alhambra, CA
• 03/2020 → Present
  Jp Morgan Chase Bank, N.A.
  Monterey Park, CA
• 03/2020 → Present
  Jpmorgan Securities, Llc
  Monterey Park, CA
• 07/2020 → Present
  Amk Group(Corp)
  San Gabriel, CA

Previous Registrations

• 2016-05-13 → 2020-03-26
  Bancwest Investment Services, Inc.
  Alhambra, CA
  Rosemead, CA
  So Pasadena, CA
  Alhambra, CA
  Monterey Park, CA

Other Businesses

ACTIVITY TYPE: 3 - SECOND JOB NAME OF ENTITY: AMK GROUP(CORP) POSITION: ACCOUNTING CLERK START DATE: 7/17/2020 ADDRESS: 1143 Prospect Ave. San Gabriel CA 91776 DETAILS: ACCOUNTING FOR BEAUTY PRODUCT SALES RECEIVABLE FOR SPOUSES BEAUTY PRODUCT WHOLESALE BUSINESS. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 8 HOURS DURING TRADING: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-05-12
• S63 Uniform Securities Agent State Law Examination
  2008-02-13

Other Names

• Kelvin Leung
• Zejia Leung
• Zejia Kelvin Leung