Jon Hong

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

• 07/2000 → 02/2018
  Scottrade, Inc.
  Riverside, CA
• 02/2018 → 09/2019
  Td Ameritrade, Inc.
  Chino, CA
• 02/2018 → 09/2019
  Td Ameritrade Investment Management, Llc
  Chino, CA
• 11/2020 → Present
  J.P. Morgan Securities Llc
  Upland, CA
• 11/2020 → Present
  J.P. Morgan Chase Bank, N.A.
  Upland, CA
• 07/2000 → 02/2018
  Scottrade Investment Management
  Riverside, CA
• 10/2019 → 10/2020
  Unemployed
  Riverside, CA

Previous Registrations

• 2018-02-27 → 2019-09-11
  Td Ameritrade, Inc.
  Chino, CA
• 2018-02-26 → 2019-09-11
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Chino, CA
• 2017-01-19 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2017-01-19
• S63 Uniform Securities Agent State Law Examination
  1993-05-17

Other Names

• John H Hong
• Jon Hong
• Jun Hong
• Jun Ho Hong
• Jon Ho Hong