Jingwei He

Current Employers

Employment History

• 05/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bellevue, WA
• 03/2022 → 03/2022
  Allstate Corp
  Renton, WA
• 04/2022 → 04/2025
  J. P. Morgan Securities Llc
  Covington, WA
• 04/2022 → 04/2025
  Jpmorgan Chase Bank N.A,
  Covington, WA
• 01/2021 → 03/2022
  American Senior Resource
  Everett, WA
• 06/2021 → 08/2021
  Jpmorgan Chase Bank N.A.
  Renton, WA
• 03/2018 → 12/2020
  Allstate Landon Suson Agency
  Seattle, WA
• 01/2017 → 03/2018
  Keller Williams - United Partners
  Bronx, NY
• 10/2016 → 01/2018
  Web Care Solution
  New York, NY
• 03/2014 → 09/2016
  Unemployed
  New York, NY
• 05/2025 → 05/2026
  Key Investment Services, Llc
  Brooklyn, OH
• 05/2025 → 05/2026
  Keybank Na
  Bellevue, WA
• 07/2026 → Present
  Bank Of America, N.A.
  Bellevue, WA

Other Businesses

I*5345329, Entity Type: , Name of OBA: Nautica By the Lake Condo, Address: Renton, Washington, 98056, Investment Related: N, Position, Title, Association: ["Board Member"], Employee Start Date: 08/26/2026, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: As an HOA Board Member, my primary responsibility is to review community issues and vote on decisions affecting the association. HOA board members are not involved in the day-to-day operations of the community. The HOA has retained a professional management company to handle daily operations and administrative matters under the direction and oversight of the HOA Board. The HOA Board serves as the governing body of the community, responsible for voting on issues, policies, budgets, and projects that affect residents and the overall well-being of the neighborhood.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-20
• S63 Uniform Securities Agent State Law Examination
  2022-05-16