Musetta L Li

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

• 05/1999 → 04/2017
  Charles Schwab & Co., Inc.
  San Francisco, CA
• 01/2012 → 04/2017
  Schwab Private Client Investment Advisory, Inc.
  San Francisco, CA
• 08/2011 → Present
  Self-Employed (Rental Property)
  San Francisco, CA
• 04/2017 → Present
  Jp Morgan Securities, Llc
  Foster City, CA

Previous Registrations

• 2012-01-03 → 2017-04-03
  Schwab Wealth Advisory, Inc.
  San Francisco, CA
• 2006-02-13 → 2011-12-31
  Charles Schwab & Co., Inc.
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA

Other Businesses

SELF-EMPLOYED (RENTAL PROPERTY), investment related//START DATE 08/01/2011, 47 bowman court SAN FRANCSICO, CA 94124 RENTAL PROPERTY .5 hours per month//0 hours during trading securities// landlord- collect rent and maintain unit

Exams

• S66 Uniform Combined State Law Examination
  2005-12-15
• S63 Uniform Securities Agent State Law Examination
  1999-10-12

Designations

• Certified Financial Planner

Other Names

• Musetta Ling Li
• Musetta Ling Li