Zachary Ngai

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

• 10/2025 → Present
  J.P. Morgan Securities Llc
  San Francisco, CA
• 10/2025 → Present
  Jpmorgan Chase Bank, N.A.
  San Francisco, CA
• 06/2024 → 09/2024
  Uniqlo
  Boston, MA
• 02/2023 → 05/2023
  San Mateo Union High School District
  Burlingame, CA
• 08/2022 → 09/2022
  Prime Metropolis Properties Inc.
  New Castle, WA
• 09/2021 → 05/2023
  University Of California Davis
  Davis, CA
• 06/2019 → 06/2019
  Tous Les Jours Bakery
  Burlingame, CA
• 09/2023 → 05/2025
  Boston University
  Boston, MA
• 07/2025 → 10/2025
  Amazon
  San Francisco, CA
• 07/2023 → 08/2023
  Unemployed
  Burlingame, CA
• 07/2019 → 08/2021
  Unemployed
  Burlingame, CA
• 10/2015 → 05/2019
  Unemployed
  Burlingame, CA
• 09/2021 → 12/2021
  University Of California Davis
  Davis, CA

Other Businesses

Effective 10/6/2025 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2025-12-20

Other Names

• Zachary Larson Ngai