Jianbin Li

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

• 08/2016 → 05/2018
  Nuskin
  Provo, UT
• 10/2019 → 04/2024
  Fidelity Brokerage Services Llc
  Salt Lake City, UT
• 10/2019 → 04/2024
  Fidelity Investments
  Salt Lake City, UT
• 08/2024 → Present
  J.P. Morgan Securities Llc
  Brooklyn, NY
• 08/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Brooklyn, NY
• 06/2018 → 09/2019
  Unemployed
  Salt Lake City, UT
• 05/2024 → 07/2024
  Unemployed
  New York, NY
• 04/2021 → 04/2024
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT

Previous Registrations

• 2021-04-12 → 2024-05-01
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-03-31
• S63 Uniform Securities Agent State Law Examination
  2020-02-18

Other Names

• Ben Li
• Jian B Li