Chung-Wei Yang

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

• 06/2026 → Present
  J.P. Morgan Securities Llc
  Renton, WA
• 06/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Renton, WA
• 04/2026 → 06/2026
  Unemployed
  Bellevue, WA
• 04/2020 → 03/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Seattle, WA
• 04/2020 → 03/2026
  Bank Of America
  Seattle, WA
• 01/2017 → 03/2020
  Unemployed
  Seattle, WA
• 03/2013 → 01/2017
  Darden Restaurant
  Everett, WA

Previous Registrations

• 2022-05-16 → 2026-03-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Seattle, WA
  New York, NY
  Seattle, WA
  Seattle, WA
  Seattle, WA
  Seattle, WA
  Seattle, WA
  Bainbridge, WA
  Seattle, WA
  Seattle, WA

Exams

• S66 Uniform Combined State Law Examination
  2022-05-13

Other Names

• Chung-Wei Yang
• Kevin Yang
• Chung-Wei Kevin Yang