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Xiaoxi Zhang

J.P. Morgan Securities LLC

Mission Viejo, CA

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-11-13
CA RA APPROVED 2023-12-04
TX RA APPROVED 2023-12-04
  • NJ RA
    APPROVED
    Since 2025-11-13
  • CA RA
    APPROVED
    Since 2023-12-04
  • TX RA
    APPROVED
    Since 2023-12-04

Branch Locations

23992 Alicia Pkwy, Mission Viejo, CA 92691 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fullerton CA 03/2022 11/2023
Bank Of America Rowland Heights CA 06/2019 11/2023
East West Bank Irvine CA 01/2018 05/2019
Smcp Irvine CA 07/2017 09/2017
Century 21 Masters Corona CA 08/2016 01/2018
Mathis Brothers Furniture Ontario CA 12/2015 10/2016
Irn Realty Arcadia CA 07/2020 04/2022
J.P. Morgan Securities Llc Mission Viejo CA 12/2023 Present
Jpmorgan Chase Bank, N.A. Mission Viejo CA 12/2023 Present
  • 03/2022 → 11/2023
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Fullerton, CA
  • 06/2019 → 11/2023
    Bank Of America
    Rowland Heights, CA
  • 01/2018 → 05/2019
    East West Bank
    Irvine, CA
  • 07/2017 → 09/2017
    Smcp
    Irvine, CA
  • 08/2016 → 01/2018
    Century 21 Masters
    Corona, CA
  • 12/2015 → 10/2016
    Mathis Brothers Furniture
    Ontario, CA
  • 07/2020 → 04/2022
    Irn Realty
    Arcadia, CA
  • 12/2023 → Present
    J.P. Morgan Securities Llc
    Mission Viejo, CA
  • 12/2023 → Present
    Jpmorgan Chase Bank, N.A.
    Mission Viejo, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-16
  • S66 Uniform Combined State Law Examination
    2021-08-16
Other Names
  • Ashley Zhang
  • Xiaoxi Zhang

View on SEC IAPD

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Other Offices

EDWARD JONES · MISSION VIEJO, CA
J.P. MORGAN SECURITIES LLC · MISSION VIEJO, CA
WELLS FARGO CLEARING SERVICES, LLC · MISSION VIEJO, CA
PFS INVESTMENTS INC. · MISSION VIEJO, CA
CETERA INVESTMENT ADVISERS LLC · MISSION VIEJO, CA
PFS INVESTMENTS INC. · MISSION VIEJO, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MISSION VIEJO, CA
J.P. MORGAN SECURITIES LLC · MISSION VIEJO, CA

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