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Jonathan Jiang

Ameriprise Financial Services, LLC

Irvine, CA

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-12
  • CA RA
    APPROVED
    Since 2025-12-12

Branch Locations

2 Venture Suite 160, Irvine, CA 92618-7363 • 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
J.P. Morgan Securities Llc Tustin CA 08/2023 08/2025
Jpmorgan Chase Bank, N.A. Tustin CA 02/2022 08/2025
Starbucks Los Angeles CA 10/2019 02/2022
Sprouts Los Angeles CA 06/2019 10/2019
Cheesecake Factory Arcadia CA 12/2018 06/2019
Chipotle San Francisco CA 02/2014 11/2018
Uber San Francisco CA 11/2018 11/2018
Unemployed San Francisco CA 11/2018 12/2018
Ameriprise Financial Services, Llc Irvine CA 08/2025 Present
  • 08/2023 → 08/2025
    J.P. Morgan Securities Llc
    Tustin, CA
  • 02/2022 → 08/2025
    Jpmorgan Chase Bank, N.A.
    Tustin, CA
  • 10/2019 → 02/2022
    Starbucks
    Los Angeles, CA
  • 06/2019 → 10/2019
    Sprouts
    Los Angeles, CA
  • 12/2018 → 06/2019
    Cheesecake Factory
    Arcadia, CA
  • 02/2014 → 11/2018
    Chipotle
    San Francisco, CA
  • 11/2018 → 11/2018
    Uber
    San Francisco, CA
  • 11/2018 → 12/2018
    Unemployed
    San Francisco, CA
  • 08/2025 → Present
    Ameriprise Financial Services, Llc
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-17
S63 Uniform Securities Agent State Law Examination 2023-10-17
  • S66 Uniform Combined State Law Examination
    2025-11-17
  • S63 Uniform Securities Agent State Law Examination
    2023-10-17
Other Names
  • Jonathan Jiang
  • Jonathan Wanchong Jiang

View on SEC IAPD

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Other Offices

VISTA POINT ASSET MANAGEMENT LLC · IRVINE, CA
PRINCIPAL SECURITIES, INC. · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
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