J.P. Morgan Securities LLC
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About this Advisor
Zhi Hu is a certified financial planner based in San Diego, California. Currently a registered advisor with J.P. Morgan Securities LLC, Hu has 10 years of work experience. Hu holds a Series 66 license, designating them as both a securities agent and an investment advisor representative. Hu is able to act as an advisor in California and Texas. Their career trajectory has included roles at Zhi Hu, Jpmorgan Securities LLC, Jp Morgan Chase Bank Na, Bank Of America, Jp Morgan Securities LLC and Jp Morgan Chase Bank. J.P. Morgan Securities LLC is located in San Diego, California, and operates out of 5,365 offices across the nation. In total, J.P. Morgan Securities LLC oversees $113 billion in assets across 505,984 client accounts and retains more than 5,713 people. The level of assets currently under the firm's management makes it one of the largest firms in the nation. The firm manages 396,797 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 16% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. J.P. Morgan Securities LLC provides portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include 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
Zhi Hu Work History
Zhi has 10 years of experience.
Jp Morgan Securities LLC
Jp Morgan Chase Bank
Jpmorgan Securities LLC
Jp Morgan Chase Bank Na
Bank Of America
Zhi Hu has no disclosures.
Please visit their SEC profile for more details.