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Kevin Kai-Wen Cheng

J.P. Morgan Securities LLC

San Diego, CA

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-02-03
CA RA APPROVED 2022-12-12
  • TX RA
    APPROVED
    Since 2023-02-03
  • CA RA
    APPROVED
    Since 2022-12-12

Branch Locations

10429 Craftsman Way, San Diego, CA 92127 • 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
Foresters Financial Services San Diego CA 09/2015 03/2017
Foresters Financial Services San Diego CA 09/2015 03/2017
Jp Morgan Chase Bank Solana Beach CA 03/2017 04/2020
J.P. Morgan Securities Llc Carlsbad CA 03/2017 Present
Jpmorgan Chase Bank, N.A. Carlsbad CA 04/2020 Present
  • 09/2015 → 03/2017
    Foresters Financial Services
    San Diego, CA
  • 09/2015 → 03/2017
    Foresters Financial Services
    San Diego, CA
  • 03/2017 → 04/2020
    Jp Morgan Chase Bank
    Solana Beach, CA
  • 03/2017 → Present
    J.P. Morgan Securities Llc
    Carlsbad, CA
  • 04/2020 → Present
    Jpmorgan Chase Bank, N.A.
    Carlsbad, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-22
S63 Uniform Securities Agent State Law Examination 2015-10-12
  • S66 Uniform Combined State Law Examination
    2021-12-22
  • S63 Uniform Securities Agent State Law Examination
    2015-10-12
Other Names
  • Kevin Cheng

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
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