Hao Wu

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

• 04/2019 → 03/2021
  Bank Of America
  Irvine, CA
• 11/2018 → 03/2019
  Unemployment
  Irvine, CA
• 07/2018 → 10/2018
  Uci
  Irvine, CA
• 04/2018 → 06/2018
  Keiretsu Forum
  Newport Beach, CA
• 01/2018 → 03/2018
  Uci
  Irvine, CA
• 10/2017 → 12/2017
  Unemployment
  Nanjing
• 01/2016 → 09/2017
  Bank Of China
  Nanjing
• 01/2021 → 12/2021
  Thrivent Investment Management Inc
  Irvine, CA
• 02/2021 → 08/2021
  Thrivent Financial
  Irvine, CA
• 08/2021 → 12/2021
  Thrivent Financial
  Irvine, CA
• 01/2022 → Present
  J.P. Morgan Securities Llc
  Irvine, CA
• 01/2022 → Present
  Jp Morgan Chase Bank, N.A.
  Irvine, CA

Previous Registrations

• 2021-04-30 → 2022-01-06
  Thrivent Investment Management Inc.
  Irvine, CA
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2021-04-29