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Bo Wang

J.P. Morgan Securities LLC

Irvine, CA

CRD 7341273

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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 2026-03-18
  • CA RA
    APPROVED
    Since 2026-03-18

Branch Locations

14282 Culver Dr, Irvine, CA 92604 • 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
New York Life Insurance Glendale CA 02/2021 11/2021
Yunnan Aibi Agricultural Technology, Llc Chuxiong 03/2018 10/2019
Very Investment Group Inc El Monte CA 02/2015 01/2018
Unemployed Arcadia CA 11/2019 02/2021
Nylife Securities Llc Glendale CA 02/2021 11/2021
J.P. Morgan Securities Llc Irvine CA 10/2021 Present
Jpmorgan Chase Bank, N.A. Irvine CA 10/2021 Present
Unemployed San Gabriel CA 01/2018 03/2018
  • 02/2021 → 11/2021
    New York Life Insurance
    Glendale, CA
  • 03/2018 → 10/2019
    Yunnan Aibi Agricultural Technology, Llc
    Chuxiong
  • 02/2015 → 01/2018
    Very Investment Group Inc
    El Monte, CA
  • 11/2019 → 02/2021
    Unemployed
    Arcadia, CA
  • 02/2021 → 11/2021
    Nylife Securities Llc
    Glendale, CA
  • 10/2021 → Present
    J.P. Morgan Securities Llc
    Irvine, CA
  • 10/2021 → Present
    Jpmorgan Chase Bank, N.A.
    Irvine, CA
  • 01/2018 → 03/2018
    Unemployed
    San Gabriel, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-12
S63 Uniform Securities Agent State Law Examination 2021-03-11
  • S66 Uniform Combined State Law Examination
    2025-11-12
  • S63 Uniform Securities Agent State Law Examination
    2021-03-11

View on SEC IAPD

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