Jonathan Hu

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

• 01/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Greenwich, CT
• 01/2026 → Present
  J.P. Morgan Securities Llc
  Greenwich, CT
• 09/2025 → 12/2025
  Unemployed
  Stamford, CT
• 07/2024 → 08/2025
  Société Générale
  New York, NY
• 09/2019 → 06/2024
  Dartmouth College
  Hanover, NH
• 06/2023 → 08/2023
  Société Générale
  New York, NY
• 01/2023 → 05/2023
  Tesla
  Hayward, CA
• 09/2022 → 12/2022
  Center For Strategic And International Studies
  Washington, DC
• 06/2022 → 08/2022
  Control Risks Group Llc
  New York, NY
• 09/2021 → 05/2022
  U.S. Department Of Treasury
  Washington, DC
• 03/2020 → 04/2021
  Dartmouth College
  Hanover, NH
• 06/2020 → 01/2021
  B.R. Fries And Associates
  New York, NY
• 01/2016 → 08/2019
  Unemployed
  Queens, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-18
• S63 Uniform Securities Agent State Law Examination
  2024-08-09