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Shuyuan Wang

J.P. Morgan Securities LLC

College Park, MD

Laurel, MD

Ellicott City, MD

Columbia, MD

CRD 7197172

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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
TX RA APPROVED_RES 2025-06-25
MD RA APPROVED 2024-07-26
  • TX RA
    APPROVED_RES
    Since 2025-06-25
  • MD RA
    APPROVED
    Since 2024-07-26

Branch Locations

7417 Baltimore Ave Ste B, College Park, MD 20740 • United States

910 Fairlawn Ave Ste 79, Laurel, MD 20707 • United States

9245 Baltimore National Pike, Ellicott City, MD 21042 • United States

10440 Little Patuxent Pkwy #000G, Columbia, MD 21044 • 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
Hsbc Securities (Usa) Inc. Rockville MD 07/2021 01/2022
Hsbc Bank Usa, N.A. Washington DC 12/2018 01/2022
Klinger Insurance Group Germantown MD 02/2018 11/2018
Modeling Washington DC 09/2016 01/2018
Wells Fargo Bank, Na Washington DC 02/2022 05/2024
Wells Fargo Clearing Services, Llc Washington DC 02/2022 05/2024
Vanness Nails And Spa, Llc Washington DC 03/2021 08/2025
J.P. Morgan Securities Llc Ellicott City MD 07/2024 Present
Jpmorgan Chase Bank, N.A. Ellicott City MD 07/2024 Present
  • 07/2021 → 01/2022
    Hsbc Securities (Usa) Inc.
    Rockville, MD
  • 12/2018 → 01/2022
    Hsbc Bank Usa, N.A.
    Washington, DC
  • 02/2018 → 11/2018
    Klinger Insurance Group
    Germantown, MD
  • 09/2016 → 01/2018
    Modeling
    Washington, DC
  • 02/2022 → 05/2024
    Wells Fargo Bank, Na
    Washington, DC
  • 02/2022 → 05/2024
    Wells Fargo Clearing Services, Llc
    Washington, DC
  • 03/2021 → 08/2025
    Vanness Nails And Spa, Llc
    Washington, DC
  • 07/2024 → Present
    J.P. Morgan Securities Llc
    Ellicott City, MD
  • 07/2024 → Present
    Jpmorgan Chase Bank, N.A.
    Ellicott City, MD
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-22
S63 Uniform Securities Agent State Law Examination 2020-11-16
  • S66 Uniform Combined State Law Examination
    2022-04-22
  • S63 Uniform Securities Agent State Law Examination
    2020-11-16
Other Names
  • Sue Wang
  • Sue Anne Wang

View on SEC IAPD

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