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Hailun Xi Zheng

Jordan Park Group LLC

San Francisco, CA

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Current Employers
Jordan Park Group Llc

100 Pine Street Suite 2600, San Francisco, CA 94111 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-30
  • CA RA
    APPROVED
    Since 2025-07-30

Branch Locations

100 Pine Street Suite 2600, San Francisco, CA 94111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Shanghang Yu Jin Trading Co. Ltd Shanghai 05/2015 04/2017
New York Life Insurance Independence OH 04/2017 07/2021
Nylife Securities Llc Independence OH 06/2020 07/2021
First Generation Wealth Partners Llc Solon OH 08/2021 11/2021
J.P. Morgan Securities Llc Aurora OH 11/2021 03/2022
Fidelity Investments San Jose CA 03/2022 03/2023
Jordan Park Group Llc San Francisco CA 04/2025 Present
Savvy Wealth Inc New York NY 06/2024 04/2025
Self-Employed Concord CA 03/2023 06/2024
  • 05/2015 → 04/2017
    Shanghang Yu Jin Trading Co. Ltd
    Shanghai
  • 04/2017 → 07/2021
    New York Life Insurance
    Independence, OH
  • 06/2020 → 07/2021
    Nylife Securities Llc
    Independence, OH
  • 08/2021 → 11/2021
    First Generation Wealth Partners Llc
    Solon, OH
  • 11/2021 → 03/2022
    J.P. Morgan Securities Llc
    Aurora, OH
  • 03/2022 → 03/2023
    Fidelity Investments
    San Jose, CA
  • 04/2025 → Present
    Jordan Park Group Llc
    San Francisco, CA
  • 06/2024 → 04/2025
    Savvy Wealth Inc
    New York, NY
  • 03/2023 → 06/2024
    Self-Employed
    Concord, CA
Previous Registrations
  • 2022-05-27 → 2023-03-24
    Fidelity Personal And Workplace Advisors
    San Jose, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-09-21
  • S63 Uniform Securities Agent State Law Examination
    2020-09-21
Designations
Other Names
  • Helen Hailun Zheng
  • Hailun Zheng

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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