Jingwei Zhang

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

• 03/2018 → 03/2019
  Pruco Securities, Llc
  Los Angeles, CA
• 03/2016 → 06/2017
  Cpa Australia Beijing Office
  Beijing
• 07/2017 → 02/2018
  Unemployed
  Los Angeles, CA
• 06/2018 → 03/2019
  The Prudential Insurance Company Of America
  Los Angeles, CA
• 03/2019 → 08/2019
  Western & Southern Life
  Gardena, CA
• 04/2019 → 08/2019
  W&S Brokerage Services, Inc.
  Gardena, CA
• 08/2019 → Present
  Jpmorgan Chase Bank, N.A.
  San Marino, CA
• 08/2019 → Present
  J.P. Morgan Securities Llc
  San Marino, CA

Previous Registrations

• 2019-01-22 → 2019-02-13
  Pruco Securities, Llc.
  Los Angeles, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-01-13
• S63 Uniform Securities Agent State Law Examination
  2018-05-16

Other Names

• Erin Zhang