Yifan Zuo O'COnnor

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

• 08/2019 → Present
  J.P. Morgan Chase Bank, N.A.
  Las Vegas, NV
• 08/2019 → Present
  J. P. Morgan Securities Llc
  Las Vegas, NV
• 04/2017 → Present
  J.P. Morgan Chase N.A.
  Las Vegas, NV
• 02/2016 → 04/2017
  Bank Of America
  Las Vegas, NV
• 07/2014 → 04/2017
  Bank Of America
  Las Vegas, NV

Exams

• S66 Uniform Combined State Law Examination
  2019-12-11

Other Names

• Yifan Zuo
• Katie Z. O'COnnor
• Yifan Z O'COnnor
• Katie Z O'COnnor
• Yifan O'COnnor