Jane
Cao

J.P. Morgan Securities LLC

CRD#5955701
Investment Advisor
in Arcadia, CA
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About this Advisor

Jane Cao is a financial advisor who works in Arcadia, California, who has 10 years of experience as a financial advisor. Cao is on the advisory team at J.P. Morgan Securities LLC. The advisor has gained experience at Jpmorgan Chase Bank, Cathay Bank, Chase Investment Services Corp, J.P. Morgan Securities LLC and Jpmorgan Chase Bank, N.A. Cao maintains Series 66 and Series 63 licenses, qualifying them as a securities agent, and is approved to advise clients in California and Texas. J.P. Morgan Securities LLC is a business based in Arcadia, California. The firm has offices in 5,365 locations and a total of 5,713 advisors. It controls $113 billion in assets among its 505,984 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 190 charities and foundations. Of its 505,984 customer accounts, 16% are associated with high-net-worth investors who have at least $1 million in investable assets. The company performs a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees usually are based on which services the firm provides the client. However, fee types billed by J.P. Morgan Securities LLC may include some combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66, Series 63

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

700 West Huntington Drive
Arcadia, CA 91007

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

CA Average: $7,464,549,021
Total Number of Employees

7,383

CA Average: 88
Total Number of Accounts

602,419

CA Average: 3,892
Average Account Size

$216,255

CA Average: $1,917,921

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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

Jane Cao Work History

Jane has 10 years of experience.

2018 - Present (1 year)

Jpmorgan Chase Bank, N.A

2012 - Present (7 years)

J.P. Morgan Securities LLC

2010 - Present (9 years)

Jpmorgan Chase Bank

2011 - 2012 (1 year)

Chase Investment Services Corp

2008 - 2010 (2 years)

Cathay Bank

Disclosures

Jane Cao has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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