Yongsheng Jiang

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

• 06/2026 → Present
  J.P. Morgan Securities Llc
  San Ramon, CA
• 06/2026 → Present
  Jpmorgan Chase Bank, N.A.
  San Ramon, CA
• 11/2015 → 06/2026
  Bank Of America/Merrill Lynch
  Castro Valley, CA

Previous Registrations

• 2019-09-05 → 2026-07-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  San Leandro, CA
  San Leandro, CA
  Alameda, CA
  Hayward, CA
  Zephyrhills, FL
  San Leandro, CA
  Castro Valley, CA

Exams

• S66 Uniform Combined State Law Examination
  2019-09-04

Other Names

• Kenny Jiang