John Chu

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

• 09/2019 → 04/2022
  Merrill Edge
  Rolling Meadows, IL
• 05/2018 → 08/2018
  Column Capital
  Indianapolis, IN
• 08/2018 → 05/2019
  Wheaton College History Department
  Wheaton, IL
• 06/2019 → 08/2019
  Unemployed
  Shrewsbury, MA
• 04/2022 → Present
  J.P. Morgan Securities Llc
  Chicago, IL
• 04/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Chicago, IL
• 08/2016 → 05/2019
  Wheaton College Post Office
  Wheaton, IL
• 12/2016 → 01/2018
  Bauhinia Restaurant
  Worcester, MA
• 08/2015 → 05/2019
  Wheaton College
  Wheaton, IL

Previous Registrations

• 2020-05-18 → 2022-04-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
  New York, NY
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2020-05-15

Other Names

• John Chu
• John Ming-En Chu