J.P. Morgan Securities LLC
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About this Advisor
Carlos Tseng is a financial advisor based out of Arcadia, California, who has been in the financial industry for 13 years. Tseng is on the advisory team at J.P. Morgan Securities LLC. Over the course of their career, they have held roles at Wells Fargo Bank Na, Jpmorgan Chase Bank Na, Bank Of America Na, California State Univeristy Los Angeles, Jp Morgan Securities LLC, Wells Fargo, Hsbc Securities (Usa) Inc, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Tseng holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in California and Texas. J.P. Morgan Securities LLC is a financial advisory firm operating out of Arcadia, California. The company has offices in 5,365 locations and a total of 5,713 employees. It manages $113 billion in assets under management between its 505,984 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 190 charities and foundations. Of its 505,984 customer accounts, 16% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The firm performs a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules usually are based on which services the firm provides the client. However, fee types charged by J.P. Morgan Securities LLC most likely include any blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
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J.P. Morgan Securities LLC Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Carlos Tseng Work History
Carlos has 13 years of experience.
Jp Morgan Securities LLC
Hsbc Securities (Usa) Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Jp Morgan Securities LLC
Jpmorgan Chase Bank Na
Bank Of America Na
California State Univeristy Los Angeles
Wells Fargo Bank Na
Carlos Tseng has disclosures.
Please visit their SEC profile for more details.