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Angel Shi

J.P. Morgan Securities LLC

New York, NY

CRD 8135370

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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 2025-09-03
NY RA APPROVED 2025-08-20
  • TX RA
    APPROVED
    Since 2025-09-03
  • NY RA
    APPROVED
    Since 2025-08-20

Branch Locations

270 Park Avenue 23Rd Floor, New York, NY 10017 • 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 New York NY 07/2025 Present
Jpmorgan Chase Bank, N.A. New York NY 07/2025 Present
Unemployed New York NY 06/2025 06/2025
Columbia University New York NY 08/2023 05/2025
Jp Morgan Chase Bank New York NY 06/2024 08/2024
Moore Holdings Katy TX 07/2019 09/2023
Unemployed New York NY 06/2019 06/2019
Nyu New York NY 09/2015 05/2019
  • 07/2025 → Present
    J.P. Morgan Securities Llc
    New York, NY
  • 07/2025 → Present
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 06/2025 → 06/2025
    Unemployed
    New York, NY
  • 08/2023 → 05/2025
    Columbia University
    New York, NY
  • 06/2024 → 08/2024
    Jp Morgan Chase Bank
    New York, NY
  • 07/2019 → 09/2023
    Moore Holdings
    Katy, TX
  • 06/2019 → 06/2019
    Unemployed
    New York, NY
  • 09/2015 → 05/2019
    Nyu
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-22
  • S66 Uniform Combined State Law Examination
    2025-07-22
Other Names
  • Angel Z Shi

View on SEC IAPD

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