Yibin Evan Xu

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

• 03/2013 → Present
  J.P. Morgan Securities Llc
  Temple City, CA
• 01/2016 → Present
  Jpmorgan Chase Bank, N.A.
  Temple City, CA
• 10/2024 → Present
  In-Home Supportive Services (Ihss)
  Monterey Park, CA

Other Businesses

Entity Name: IN-HOME SUPPORTIVE SERVICES (IHSS) Investment related: No "Address: IHSS Region II - El Monte - 74 588 Atlas Ave., Monterey Park, CA 91755 https://www.cdss.ca.gov/in-home-supportive-services" Nature of the other business: Assisted Living Position/Title/Relationship: Employee/Contractor Start Date: 10/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: IHSS is a government agency that provides in-home assistance to eligible disabled individuals as an alternative to out-of-home care and enables recipients to remain safely in their own homes. My responsibility is to assist my family member in home. Job is completely different to my JPMC role, and there is no connection to JPMC.

Exams

• S66 Uniform Combined State Law Examination
  2024-05-21
• S63 Uniform Securities Agent State Law Examination
  2013-07-12

Other Names

• Yibin Xu
• Evan Xu
• Yibin Evan Xu