Muqing Yue

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

• 05/2016 → 07/2018
  University Of Minnesota - Twin Cities
  Minneapolis, MN
• 09/2017 → 06/2018
  Integrated Equity Management
  Minneapolis, MN
• 06/2018 → 09/2022
  Integrated Equity Management
  Minneapolis, MN
• 10/2022 → Present
  First Republic Investment Management, Inc
  New York, NY
• 10/2022 → Present
  First Republic Securities Company, Llc
  New York, NY

Previous Registrations

• 2022-10-04 → 2025-03-20
  J.P. Morgan Private Wealth Advisors Llc
  New York, NY
• 2019-08-30 → 2022-10-03
  Commonwealth Financial Network
  Bloomington, MN

Exams

• S66 Uniform Combined State Law Examination
  2019-08-29

Designations

• Certified Financial Planner