Wendy Leung Venegas

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

• 07/2012 → 10/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 08/2012 → 10/2021
  Bank Of America, N.A
  San Francisco, CA
• 11/2021 → Present
  J.P. Morgan Securities Llc
  San Francisco, CA
• 11/2021 → Present
  Jpmorgan Chase Bank, N.A.
  San Francisco, CA
• 06/2024 → Present
  259, 263, 267, 271 Damon Divide, San Antonio, Tx 78253
  San Antonio, TX

Previous Registrations

• 2017-03-17 → 2021-11-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
  San Francisco, CA
  Pleasanton, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  Charlotte, NC

Other Businesses

Entity Name: 259, 263, 267, 271 Damon Divide, San Antonio, TX 78253 Investment related: No Address: 259, 263, 267, 271 Damon Divide, San Antonio, TX 78253 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 06/14/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a 4 unit investment residential property. Owned in our rev trust, my husband is the manager. Entity Name: 3999 Meredith Woods Lane - Rental Prop Investment related: No Address: Winston-Salem, NC Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 12/31/21 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: SFR home investment property. Landlord

Exams

• S66 Uniform Combined State Law Examination
  2017-03-16
• S63 Uniform Securities Agent State Law Examination
  2008-12-05

Other Names

• Wendy Leung
• Wendy Leung
• Wendy Leung Venegas
• Wendy L Venegas