Xiaodan Zheng

Current Employers

Employment History

• 01/2007 → Present
  Jpmorgan Chase Bank Na
  New York, NY
• 06/2023 → Present
  Jpmorgan Securities Llc
  New York, NY
• 11/2023 → Present
  Ak Capital Management Corp
  Jericho, NY
• 04/2025 → Present
  Ak Northern Holding Llc
  Flushing, NY

Previous Registrations

• 2007-01-09 → 2008-02-26
  Chase Investment Services Corp.
  New York, NY
• 2005-06-29 → 2007-01-10
  Waddell & Reed
  Columbia, SC
  Columbia, SC

Other Businesses

Entity Name: AK Northern Holding LLC Investment related: No Address: Flushing NY Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 04/25/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Family real estate holding(apartment) Entity Name: AK Capital Management Corp Investment related: No Address: Jericho NY 11753 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 11/14/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: property management company managing family owned properties

Exams

• S66 Uniform Combined State Law Examination
  2023-09-06
• S65 Uniform Investment Adviser Law Examination
  2005-06-28
• S63 Uniform Securities Agent State Law Examination
  2005-05-05

Other Names

• Anna Zheng