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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-06 |
| TX | RA | APPROVED | 2026-08-06 |
Branch Locations
370 S Cleveland Ave Floor 2, Westerville, OH 43081 • United States
Westerville, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Westerville | OH | 07/2026 | Present |
| Yunsheng Zhu | Westerville | OH | 01/2026 | Present |
| Indiana University Bloomington | Bloomington | IN | 08/2022 | 05/2026 |
| Valeo Financial Advisors Llc | Carmel | IN | 06/2025 | 08/2025 |
| Yong' An Futures | Hangzhou | 06/2024 | 08/2024 | |
| Sunny Poke & Tea | Bloomington | IN | 10/2022 | 12/2022 |
| Unemployed | Eastvale | CA | 07/2016 | 07/2022 |
NAME OF OTHER BUSINESS:Yunsheng Zhu IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:,Westerville,OH,47401,USA NATURE OF OTHER BUSINESS:Tax Preparation YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Personally investing in or owning another company START DATE OF YOUR RELATIONSHIP:2026-01-01 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:1 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:I prepare taxes for a single individual for compensation. IS THIS A RESIDENTIAL ADDRESS?:Yes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-07 |
| S65 | Uniform Investment Adviser Law Examination | 2024-11-07 |
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