Junhang Chi

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• 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

• 02/2022 → 12/2023
  Taurus Financial Llc
  Jersey City, NJ
• 09/2019 → 01/2022
  Grinberg Management & Development
  Staten Island, NY
• 04/2019 → 09/2019
  Raymond Fong Md Pc
  Brooklyn, NY
• 01/2019 → 07/2019
  New York Life Insurance Company
  Brooklyn, NY
• 01/2016 → 08/2018
  Binghamton University
  Binghamton, NY
• 09/2018 → 12/2018
  Unemployed
  Staten Island, NY
• 01/2022 → 12/2023
  Lpl Financial Llc
  Jersey City, NJ
• 01/2024 → 03/2025
  Jp. Morgan Chase Bank, N.A.
  New York, NY
• 01/2024 → 03/2025
  J.P. Morgan Securities Llc
  New York, NY
• 03/2025 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY

Previous Registrations

• 2024-01-16 → 2025-03-11
  J.P. Morgan Securities Llc
  New York, NY
  Staten Island, NY
• 2023-08-09 → 2023-12-22
  Lpl Financial Llc
  Jersey City, NJ

Exams

• S66 Uniform Combined State Law Examination
  2023-08-08

Other Names

• Henry Chi