Best Investors Account Sign in

Mingda Dong

J.P. Morgan Securities LLC

Irvine, CA

CRD 8220971

Claim This Profile
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
CA RA APPROVED 2026-04-04
TX RA APPROVED 2026-04-04
  • CA RA
    APPROVED
    Since 2026-04-04
  • TX RA
    APPROVED
    Since 2026-04-04

Branch Locations

3 Park Plz Suite 700, Irvine, CA 92614 • 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
Jpmorgan Chase Bank, N.A. Irvine CA 01/2026 Present
J.P. Morgan Securities Llc Irvine CA 01/2026 Present
Pnc Bank Irvine CA 08/2025 12/2025
Sellside Group Llc Dallas TX 09/2024 12/2025
Guggenheim Partners Llc Chicago IL 06/2025 08/2025
Cornell University Ithaca NY 08/2023 05/2025
Context Ventures Llc Auburn WA 06/2024 08/2024
Hudson Edge Investment Partners Jersey City NJ 06/2024 07/2024
California Army National Guard Inglewood CA 06/2021 06/2024
United States Marine Corps Oceanside CA 06/2017 06/2021
Unemployed Kirkland WA 01/2016 05/2017
  • 01/2026 → Present
    Jpmorgan Chase Bank, N.A.
    Irvine, CA
  • 01/2026 → Present
    Irvine, CA
  • 08/2025 → 12/2025
    Pnc Bank
    Irvine, CA
  • 09/2024 → 12/2025
    Sellside Group Llc
    Dallas, TX
  • 06/2025 → 08/2025
    Guggenheim Partners Llc
    Chicago, IL
  • 08/2023 → 05/2025
    Cornell University
    Ithaca, NY
  • 06/2024 → 08/2024
    Context Ventures Llc
    Auburn, WA
  • 06/2024 → 07/2024
    Hudson Edge Investment Partners
    Jersey City, NJ
  • 06/2021 → 06/2024
    California Army National Guard
    Inglewood, CA
  • 06/2017 → 06/2021
    United States Marine Corps
    Oceanside, CA
  • 01/2016 → 05/2017
    Unemployed
    Kirkland, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-03
  • S66 Uniform Combined State Law Examination
    2026-04-03

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Irvine, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor