Chunyi Lei

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:

Current Employers

J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-11-13
CA	RA	APPROVED	2016-01-27

TX RA
APPROVED

Since 2020-11-13
CA RA
APPROVED

Since 2016-01-27

Branch Locations

13011 Peyton Dr., Chino Hills, CA 91709 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Jpmorgan Securities Llc	Chino Hills	CA	01/2016	Present
Aj4Properties, Llc	Chino Hills	CA	03/2026	Present

01/2016 → Present

Jpmorgan Securities Llc

Chino Hills, CA
03/2026 → Present

Aj4Properties, Llc

Chino Hills, CA

Previous Registrations

2013-05-30 → 2016-01-15

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chino Hills, CA

Chino Hills, CA

Chino Hills, CA
2011-08-05 → 2013-04-29

Msi Financial Services, Inc.

Brea, CA

Other Businesses

Entity Name: AJ4properties, LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 03/12/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I will put my investment property in this LLC for liability protection.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-08-01

S66 Uniform Combined State Law Examination

2011-08-01

Designations

Chartered Financial Consultant

Other Names

Albert Lei

View on SEC IAPD