Joon K. Cho

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

• 02/2016 → 02/2017
  Jp Morgan Securities Llc
  Chicago, IL
• 02/2016 → 02/2017
  Jp Morgan Chase Bank Na
  Chicago, IL
• 06/2017 → 10/2018
  Wells Fargo Clearing Services, Llc
  Schaumburg, IL
• 10/2018 → Present
  Jpmorgan Chase Bank, N.A.
  Chicago, IL
• 10/2018 → Present
  Jpmorgan Securities, Llc.
  Chicago, IL
• 02/2017 → 06/2017
  Newgen Intermodal
  Mt. Prospect, IL

Previous Registrations

• 2017-06-19 → 2018-10-10
  Wells Fargo Clearing Services, Llc
  Schaumburg, IL
• 2016-02-22 → 2017-02-14
  J.P. Morgan Securities Llc
  Chicago, IL
• 2015-05-28 → 2016-03-04
  Morgan Stanley
  Oak Brook, IL
• 2012-12-12 → 2015-04-21
  Wells Fargo Clearing Services, Llc
  Chicago, IL
  Lake Forest, IL
• 2011-10-25 → 2012-11-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rockford, IL

Exams

• S66 Uniform Combined State Law Examination
  2011-10-21

Other Names

• Joon K Cho