Johnny
Wong

J.P. Morgan Securities LLC

CRD#5911494
Investment Advisor
in Arcadia, CA
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About this Advisor

Johnny Wong is a financial advisor working out of Arcadia, California, who has been in the industry for 11 years. Wong is currently employed by J.P. Morgan Securities LLC. Over the course of their career, they have held roles at Chase Investment Services Corp, Jpmorgan Chase Bank, Chase Bank, Citibank and J.P. Morgan Securities LLC. Wong maintains Series 66 and Series 63 licenses, designating them as a securities broker, and is approved to operate in California and Texas. J.P. Morgan Securities LLC is a registered investment company that has its headquarters in Arcadia, California. The company has offices in 5,365 locations and a total of 5,713 financial advisors. It administers $113 billion in total assets among its 505,984 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to 190 charitable organizations. Of its 505,984 client accounts, 16% are held by high-net-worth clients who have at least $1 million in investable assets. The business provides a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees largely depend on the type of services offered. However, fees charged by J.P. Morgan Securities LLC can include some blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66, Series 63

Years of Experience

11 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

60 E. Huntington Drive
Arcadia, CA 91006

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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

Johnny Wong Work History

Johnny has 11 years of experience.

2012 - Present (7 years)

J.P. Morgan Securities LLC

2011 - Present (8 years)

Jpmorgan Chase Bank

2011 - 2012 (1 year)

Chase Investment Services Corp

2010 - 2011 (1 year)

Chase Bank

2007 - 2010 (3 years)

Citibank

Disclosures

Johnny Wong has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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