Jiayi Wang

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

• 07/2026 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 07/2026 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 05/2026 → 07/2026
  Unemployed
  Frederick, MD
• 05/2024 → 05/2026
  Smith School Of Business At University Of Maryland
  College Park, MD
• 08/2022 → 05/2026
  University Of Maryland
  College Park, MD
• 06/2024 → 08/2024
  Capital One
  Mclean, VA
• 06/2023 → 05/2024
  University Of Maryland
  College Park, MD
• 08/2023 → 12/2023
  Smith School Of Business At University Of Maryland
  College Park , MD
• 07/2016 → 07/2022
  Unemployed
  Frederick, MD

Exams

• S66 Uniform Combined State Law Examination
  2026-08-21