Chung Yiu Gareth Lam

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

• 07/2022 → Present
  Jpmorgan Chase Bank Na
  New York, NY
• 07/2022 → Present
  Jpmorgan Securities Llc
  New York, NY
• 06/2018 → 08/2018
  Jf Asset Management Limited
  Hong Kong
• 07/2019 → 06/2022
  Jpmorgan Asset Mgmt
  Hong Kong
• 09/2014 → 01/2019
  University Of Hong Kong
  Hong Kong
• 02/2019 → 06/2019
  Unemployed
  Hong Kong

Exams

• S66 Uniform Combined State Law Examination
  2022-09-12

Other Names

• Gareth Lam