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Wenxuan Zhou

J.P. Morgan Securities LLC

San Francisco, CA

CRD 7501139

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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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-02-28
NY RA APPROVED 2022-02-28
  • CA RA
    APPROVED
    Since 2022-02-28
  • NY RA
    APPROVED
    Since 2022-02-28

Branch Locations

560 Mission St Floor 22, San Francisco, CA 94105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank Na San Francisco CA 12/2021 Present
Jpmorgan Securities Llc San Francisco CA 12/2021 Present
Infineon Technologies Americas Corp Los Angeles CA 01/2020 12/2021
Focus Advisory Services Los Angeles CA 06/2019 08/2019
University Of California, Los Angeles Los Angeles CA 09/2016 03/2020
University Of California - Student Media Los Angeles CA 01/2017 03/2020
  • 12/2021 → Present
    Jpmorgan Chase Bank Na
    San Francisco, CA
  • 12/2021 → Present
    Jpmorgan Securities Llc
    San Francisco, CA
  • 01/2020 → 12/2021
    Infineon Technologies Americas Corp
    Los Angeles, CA
  • 06/2019 → 08/2019
    Focus Advisory Services
    Los Angeles, CA
  • 09/2016 → 03/2020
    University Of California, Los Angeles
    Los Angeles, CA
  • 01/2017 → 03/2020
    University Of California - Student Media
    Los Angeles, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-26
  • S66 Uniform Combined State Law Examination
    2022-02-26
Other Names
  • Vincent Zhou

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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