Mingyang
Li

J.P. Morgan Securities LLC

CRD#6446312
Investment Advisor
in Arcadia, CA
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About this Advisor

Mingyang Li is a financial advisor who works out of Arcadia, California, with a total of 10 years of financial industry experience. Li is on the advisory team at J.P. Morgan Securities LLC. Throughout their career, Li has worked at Axa Advisors, LLC, Best One Trucking, University Of Ca Davis, Pasadena City College, Crystal Valley Investment Consulting Pty. LTD, Jp Morgan Securities LLC and Jp Morgan Chase Bank. Li maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. J.P. Morgan Securities LLC is an advisory company based out of Arcadia, California. The company has offices in 5,365 locations and a total of 5,713 financial advisors. It administers $113 billion in assets across its 505,984 customer accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advice to 190 charities and foundations. Of its 505,984 client accounts, 16% belong to high-net-worth investors who have greater than $1 million in assets available to invest. J.P. Morgan Securities LLC offers 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 usually depend on which services the firm provides the client. However, fee types billed by J.P. Morgan Securities LLC can consist of some blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

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

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

Mingyang Li Work History

Mingyang has 10 years of experience.

2016 - Present (3 years)

Jp Morgan Securities LLC

2016 - Present (3 years)

Jp Morgan Chase Bank

2015 - 2015 (< 1 year)

Axa Advisors, LLC

2013 - 2014 (1 year)

Best One Trucking

2012 - 2014 (2 years)

University Of Ca Davis

2012 - 2013 (1 year)

Crystal Valley Investment Consulting Pty. LTD

2009 - 2012 (3 years)

Pasadena City College

Disclosures

Mingyang Li has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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