Angelina J Yu

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• 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 → 08/2025
  Jpmorgan Chase Bank, Na
  San Francisco, CA
• 07/2022 → 08/2025
  Jpmorgan Securities Llc
  San Francisco, CA
• 05/2021 → 08/2021
  Deloitte Consulting
  Shanghai
• 09/2011 → 05/2021
  Unemployed
  New York, NY
• 08/2021 → 07/2022
  Unemployed
  New York, NY
• 06/2026 → Present
  Morgan Stanley
  Menlo Park, CA
• 08/2025 → 06/2026
  Unemployed
  Fremont, CA

Previous Registrations

• 2022-09-16 → 2025-08-13
  J.P. Morgan Securities Llc
  San Francisco, CA
  New York, NY
  San Francisco, CA

Exams

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

Other Names

• Angie Yu
• Angelina Yu
• Angelina Joy Yu