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Jason Wong

J.P. Morgan Securities LLC

West Harrison, NY

West Harrison, NY

CRD 7126323

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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
NY RA APPROVED 2022-09-06
TX RA APPROVED_RES 2022-09-06
NJ RA APPROVED 2021-01-26
  • NY RA
    APPROVED
    Since 2022-09-06
  • TX RA
    APPROVED_RES
    Since 2022-09-06
  • NJ RA
    APPROVED
    Since 2021-01-26

Branch Locations

925 Westchester Ave, West Harrison, NY 10604 • United States

925 Westchester Ave, West Harrison, NY 10604 • 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
Jpmorgan Chase Bank, N.A. Somers NY 05/2019 07/2022
J.P. Morgan Securities Llc Somers NY 05/2019 Present
Geico Woodbury NY 05/2013 03/2018
Unemployed Elmsford NY 03/2018 05/2019
Jpmorgan Chase Bank, N.A. Millwood NY 08/2022 Present
  • 05/2019 → 07/2022
    Jpmorgan Chase Bank, N.A.
    Somers, NY
  • 05/2019 → Present
    J.P. Morgan Securities Llc
    Somers, NY
  • 05/2013 → 03/2018
    Geico
    Woodbury, NY
  • 03/2018 → 05/2019
    Unemployed
    Elmsford, NY
  • 08/2022 → Present
    Jpmorgan Chase Bank, N.A.
    Millwood, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-12
  • S66 Uniform Combined State Law Examination
    2019-08-12
Other Names
  • Jason Matthew Wong

View on SEC IAPD

Nearby Firms

FOREPONT CAPITAL LLC
COMMONWEALTH FINANCIAL NETWORK
KINGSWOOD WEALTH ADVISORS, LLC

Nearby Investors

RICHARD PETER ADLER
BRUCE IRA GREENBERG
George L Rioseco

Nearby Offices

FOREPONT CAPITAL LLC · WHITE PLAINS, NY
COMMONWEALTH FINANCIAL NETWORK · West Harrison, NY
KINGSWOOD WEALTH ADVISORS, LLC · White Plains, NY

More in West Harrison, NY

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