Qifei Qi

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 → 07/2021
  Jp Morgan Chase Bank
  San Mateo, CA
• 12/2018 → Present
  In Home Supportive Services (Ihss)
  San Mateo, CA
• 07/2021 → Present
  Jp Morgan Chase Bank
  Sunnyvale, CA
• 07/2021 → Present
  J.P. Morgan Securities
  Sunnyvale, CA

Other Businesses

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 1/1/2019 ADDRESS: real estate investment DETAILS: 170 DALY CITY, CA. RENTING OUT BEDROOMS AT MY HOUSE. INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0 ACTIVITY TYPE: 3 - SECOND JOB NAME OF ENTITY: IN HOME SUPPORT SERVICES (IHSS) POSITION: CARE GIVER / PROVIDER START DATE: 12/28/2018 ADDRESS: 225 SAN MATEO, CA DETAILS: IN HOME SUPPORT SERVICES INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 100 HOURS DURING TRADING: 0

Exams

• S66 Uniform Combined State Law Examination
  2021-09-13
• S63 Uniform Securities Agent State Law Examination
  2013-06-13

Other Names

• Faye Qi