Robin Chun Tim Cheng

J.P. Morgan Securities LLC

CRD 7309731

Claim This Profile

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
WA	RA	APPROVED	2023-08-29
TX	RA	APPROVED	2021-03-18
CA	RA	APPROVED	2021-01-22

WA RA
APPROVED

Since 2023-08-29
TX RA
APPROVED

Since 2021-03-18
CA RA
APPROVED

Since 2021-01-22

Branch Locations

4110 Ne 4Th Street, Suite A, Renton, WA 98059 • 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 Chase Bank, N.A.	San Francisco	CA	11/2009	11/2020
J.P. Morgan Securities Llc	San Francisco	CA	11/2020	Present
Four Points By Sheraton	Pleasanton	CA	03/2018	12/2019
Jpmorgan Chase Bank, N.A.	San Francisco	CA	11/2020	Present

11/2009 → 11/2020

Jpmorgan Chase Bank, N.A.

San Francisco, CA
11/2020 → Present

J.P. Morgan Securities Llc

San Francisco, CA
03/2018 → 12/2019

Four Points By Sheraton

Pleasanton, CA
11/2020 → Present

Jpmorgan Chase Bank, N.A.

San Francisco, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-01-15

S66 Uniform Combined State Law Examination

2021-01-15

Other Names

Robin Cheng

View on SEC IAPD

More in Renton, WA

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor