Lechen Zhang

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• 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

• 06/2024 → Present
  Morgan Stanley
  New York, NY
• 08/2022 → 02/2024
  Columbia University
  New York, NY
• 05/2022 → 08/2022
  Procure Analytics
  Atlanta, GA
• 08/2020 → 05/2022
  Georgia Institute Of Technology
  Atlanta, GA
• 10/2021 → 05/2022
  China Citic Bank International Limited
  New York, NY
• 08/2017 → 05/2020
  Emory University
  Atlanta, GA
• 05/2020 → 08/2020
  Unemployment
  Atlanta, GA
• 02/2018 → 04/2019
  Easy-Transfer
  Beijing
• 06/2014 → 08/2017
  Bellevue High School
  Bellevue, WA
• 09/2023 → 05/2024
  Morgan Stanley
  New York, NY

Other Businesses

*651800 - Blue Ocean Housing LLC; Investment related: Yes; Medina, Washington; Rental Property; Officer (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 0; After business hours: 5; Accounting/Bookkeeping

Exams

• S66 Uniform Combined State Law Examination
  2024-05-20

Other Names

• Jonathan Zhang