George Jl Li

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

• 05/2026 → Present
  Care.cOm
  Dallas, TX
• 08/2015 → 06/2019
  Troy High School
  Fullerton, CA
• 06/2019 → 09/2019
  Advancz Management Group Inc.
  Pasadena, CA
• 09/2019 → 06/2022
  University Of California Riverside
  Riverside, CA
• 06/2022 → 09/2022
  Guardian Life Insurance Company
  Los Angeles, CA
• 10/2023 → 01/2025
  Pacific Advisors
  Irvine, CA
• 09/2022 → 10/2023
  Park Avenue Securities
  Los Angeles, CA
• 01/2025 → 10/2025
  Guardian Life Insurance Company
  Campbell, CA
• 01/2025 → 10/2025
  Park Avenue Securities
  Hacienda Heights, CA
• 10/2025 → Present
  J.P. Morgan Securities Llc
  Los Angeles, CA
• 10/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Los Angeles, CA
• 10/2024 → Present
  In-N-Out Burger
  Whittier, CA

Previous Registrations

• 2025-01-22 → 2025-10-16
  Park Avenue Securities Llc
  Irvine, CA
  Hacienda Heights, CA
  Campbell, CA
• 2023-04-14 → 2023-11-09
  Park Avenue Securities Llc
  Los Angeles, CA

Other Businesses

Effective 10/28/2025 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products. I am a part time associate at In-N-Out Burger since 10/2024. Not investment related. 11802 Whittier Blvd Whittier, CA 90601 US. Food service. I work maximum 48 hrs a month, 0 hours during security hours. Food service, customer service, clean up. Entity Name: Care.com Investment related: No "Address: https://www.care.com/ One West Village, 2801 N Central Expy, 11th Floor, Dallas, Texas 75204, USA" Nature of the other business: Caregiving Position/Title/Relationship: Employee/Contractor Start Date: 05/08/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Completely unrelated. The role that I would have at care.com is like a babysitter/independent tutor. I aim to be a tutor for violin or elementary/high school studies. Application would be submitted by me and background check done by care.com; then I would apply to different jobs/requests posted on the care.com website by parents. Independent contractor.

Exams

• S66 Uniform Combined State Law Examination
  2023-04-03

Other Names

• George J Li
• George Jl Li
• George Li