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Bonnie Yeh

J.P. Morgan Securities LLC

Sugar Land, TX

Plano, TX

CRD 8031406

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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 2025-02-13
  • TX RA
    APPROVED
    Since 2025-02-13

Branch Locations

2430 Highway 6, Sugar Land, TX 77478 • United States

8181 Communications Pkwy Ste A, Floor 04, Plano, TX 75024-0242 • 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
J.P. Morgan Securities Llc Sugar Land TX 01/2025 Present
Jpmorgan Chase Bank, N.A. Sugar Land TX 11/2020 Present
Burnett Staffing Specialists For Yangming America Houston TX 03/2019 05/2019
Unemployed Sugar Land TX 07/2015 02/2019
Unemployed Sugar Land TX 06/2019 10/2020
  • 01/2025 → Present
    J.P. Morgan Securities Llc
    Sugar Land, TX
  • 11/2020 → Present
    Jpmorgan Chase Bank, N.A.
    Sugar Land, TX
  • 03/2019 → 05/2019
    Burnett Staffing Specialists For Yangming America
    Houston, TX
  • 07/2015 → 02/2019
    Unemployed
    Sugar Land, TX
  • 06/2019 → 10/2020
    Unemployed
    Sugar Land, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-13
  • S66 Uniform Combined State Law Examination
    2024-11-13
Other Names
  • Ponien Pan
  • Po-Nien Pan
  • Ponien Yeh
  • Bonnie Yeh
  • Bonnie Ponien Yeh

View on SEC IAPD

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