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Larry Witley Zhang

J.P. Morgan Securities LLC

Houston, TX

CRD 7600136

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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
TX RA APPROVED 2022-10-26
  • TX RA
    APPROVED
    Since 2022-10-26

Branch Locations

600 Travis St Floors 61St & 62Nd, Houston, TX 77002-3009 • 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 Fort Worth TX 07/2022 Present
Jpmorgan Securities Llc Fort Worth TX 07/2022 Present
American Airlines Fort Worth TX 06/2021 08/2021
Reynolds And Reynolds Sales Leadership Institute College Station TX 08/2019 05/2021
Johnson Law Group Houston TX 05/2020 08/2020
Texas A&M University College Station TX 08/2018 05/2022
Unemployed Houston TX 07/2012 07/2018
Unemployed Houston TX 06/2022 06/2022
  • 07/2022 → Present
    Jpmorgan Chase Bank, Na
    Fort Worth, TX
  • 07/2022 → Present
    Jpmorgan Securities Llc
    Fort Worth, TX
  • 06/2021 → 08/2021
    American Airlines
    Fort Worth, TX
  • 08/2019 → 05/2021
    Reynolds And Reynolds Sales Leadership Institute
    College Station, TX
  • 05/2020 → 08/2020
    Johnson Law Group
    Houston, TX
  • 08/2018 → 05/2022
    Texas A&M University
    College Station, TX
  • 07/2012 → 07/2018
    Unemployed
    Houston, TX
  • 06/2022 → 06/2022
    Unemployed
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-26
  • S66 Uniform Combined State Law Examination
    2022-10-26

View on SEC IAPD

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