Jelena J Zhang

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

• 10/2017 → 06/2025
  Merrill Lynch, Pierce, Fenner & Smith
  Houston, TX
• 01/2016 → 10/2016
  Happy Hen Farms Inc
  Wharton, TX
• 11/2016 → 09/2017
  Unemployed
  Houston, TX
• 03/2018 → 06/2025
  Bank Of America, N.A.
  Houston, TX
• 06/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Houston, TX
• 06/2025 → Present
  J.P. Morgan Securities Llc
  Houston, TX

Previous Registrations

• 2018-03-08 → 2025-06-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2018-03-07
• S63 Uniform Securities Agent State Law Examination
  2012-02-21

Other Names

• Jie Zhang
• Jelena Zhang
• Jelena Jie Zhang