Best Investors Account Sign in
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

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-01
TX RA APPROVED 2025-08-01
  • CA RA
    APPROVED
    Since 2025-08-01
  • TX RA
    APPROVED
    Since 2025-08-01

Branch Locations

560 Mission St Floor 22, San Francisco, CA 94105 • 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
OrganizationCityStateFromTo
Robertson Stephens Advisors San Francisco CA 07/2016 12/2017
Robertson Stephens Securities San Francisco CA 07/2016 12/2017
Robertson Stephens Wealth Management San Francisco CA 01/2018 07/2025
Robertson Stephens Capital Markets, Llc San Francisco CA 09/2019 07/2025
Jpmorgan Chase Bank, N.A. San Francisco CA 07/2025 Present
J.P. Morgan Securities Llc San Francisco CA 07/2025 Present
  • 07/2016 → 12/2017
    Robertson Stephens Advisors
    San Francisco, CA
  • 07/2016 → 12/2017
    Robertson Stephens Securities
    San Francisco, CA
  • 01/2018 → 07/2025
    Robertson Stephens Wealth Management
    San Francisco, CA
  • 09/2019 → 07/2025
    Robertson Stephens Capital Markets, Llc
    San Francisco, CA
  • 07/2025 → Present
    Jpmorgan Chase Bank, N.A.
    San Francisco, CA
  • 07/2025 → Present
    San Francisco, CA
Previous Registrations
  • 2018-06-20 → 2025-08-12
    San Francisco, CA
    San Francisco, CA
  • 2016-07-21 → 2018-01-12
    Robertson Stephens Advisors
    San Francisco, CA
  • 2015-09-28 → 2016-07-26
    San Francisco, CA
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-28
S63 Uniform Securities Agent State Law Examination 2014-09-23
  • S65 Uniform Investment Adviser Law Examination
    2015-09-28
  • S63 Uniform Securities Agent State Law Examination
    2014-09-23
Designations
  • Chartered Financial Analyst
Other Names
  • Raymond Lang
  • Raymond Hsin Lang
  • Lang Raymond
  • Hsin Lang Hsin
  • Lang Hsin Lang
  • Hsin Lei Lang

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in San Francisco, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor