Jinglang Wei

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

• 08/2018 → 07/2022
  J.P. Morgan Securities Llc
  Daly City, CA
• 08/2018 → 07/2022
  Jpmorgan Chase Bank, N.A.
  San Mateo, CA
• 06/2018 → 07/2018
  Ilsc Education Group
  San Francisco, CA
• 07/2017 → 05/2018
  Unemployed
  Burlingame, CA
• 10/2016 → 06/2017
  Dipont Education
  Chengdu, Sichuan
• 07/2014 → 09/2016
  Pearson Education
  Guangzhou, Guangdong
• 07/2022 → 04/2024
  Fidelity Brokerage Services Llc
  Sunnyvale, CA
• 04/2024 → Present
  J.P. Morgan Securities Llc
  Millbrae, CA
• 04/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Millbrae, CA

Previous Registrations

• 2022-08-26 → 2024-04-19
  Fidelity Personal And Workplace Advisors
  Sunnyvale, CA
• 2021-09-28 → 2022-07-20
  J.P. Morgan Securities Llc
  San Mateo, CA
  Daly City, CA
  South San Francisco, CA
  San Mateo, CA

Exams

• S66 Uniform Combined State Law Examination
  2021-09-07
• S63 Uniform Securities Agent State Law Examination
  2018-10-05

Designations

• Certified Financial Planner

Other Names

• Don Wei