Eric Chan

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

• 09/2021 → 03/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Ramon, CA
• 04/2018 → 11/2019
  Everbright Sun Hung Kei
  Hong Kong
• 10/2016 → 04/2018
  Standard Chartered Bank
  Kowloon
• 07/2014 → 10/2016
  Anz Bank
  Hong Kong
• 03/2024 → Present
  J.P. Morgan Securities Llc
  El Cerrito, CA
• 03/2024 → Present
  Jpmorgan Chase Bank, N.A.
  El Cerrito, CA
• 12/2023 → 06/2024
  Ebay
  San Ramon, CA
• 11/2019 → 06/2021
  Bank Of America
  San Ramon, CA
• 07/2021 → 08/2021
  Unemployed
  San Ramon, CA

Previous Registrations

• 2021-10-27 → 2024-03-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Jose, CA
  Danville, CA
  Pleasanton, CA
  San Jose, CA
  San Jose, CA
  Dublin, CA
  Cupertino, CA

Exams

• S66 Uniform Combined State Law Examination
  2021-07-20

Other Names

• Eric Kam Chan