Hailun Xi Zheng

Employer firm

Jordan Park Group LLC CRD 287755

$23.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 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

• S63 Uniform Securities Agent State Law Examination
  2020-09-21

Designations

• Chartered Financial Consultant

Other Names

• Helen Hailun Zheng
• Hailun Zheng