Youle 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

• 05/2017 → Present
  Jpmorgan Chase Bank Na
  Bellevue, WA
• 05/2017 → Present
  Jpmorgan Securities Llc
  Bellevue, WA
• 02/2014 → 05/2017
  Lee & Lee, Ps
  Seattle, WA
• 11/2024 → Present
  Xue Wei Investments Llc
  Bellevue, WA

Other Businesses

Entity Name: Xue Wei Investments LLC Investment related: No Address: 123 108TH AVE NE, Bellevue, WA 98004 Nature of the other business: Real Estate Position/Title/Relationship: Employee/Contractor Start Date: 11/16/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a real estate development company, specializing in land development, projects building in both residential and commercial space, leasing, property management, etc. My responsibilities are limited to providing general translation to the Chinese owner on the weekend as needed. They need someone whose schedule is flexible on the weekend. The translation job is not similar/has no overlap to my JPMC role at all, and there is no any connection to JPMC. Effective 6/15/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2017-09-21

Other Names

• Michelle Wang
• Michelle Y Wang