Helen Scott Ching

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

• 01/2024 → 08/2025
  Equitable Advisors, Llc
  New York, NY
• 09/2016 → 08/2025
  Rad Surf And Board, Corp
  New York, NY
• 10/2020 → 03/2026
  Financial Industry Regulatory Authority/Finra
  New York, NY
• 01/2015 → 01/2020
  Douglas Elliman And Bond
  New York, NY
• 08/2025 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 08/2025 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY

Previous Registrations

• 2024-05-13 → 2025-08-11
  Equitable Advisors, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-05-10
• S63 Uniform Securities Agent State Law Examination
  2023-09-20

Other Names

• Helen Scott Ching
• Helen Scottching
• Helen Scott-Ching
• Helen P Scott Ching
• Helen Patricia Scott Ching