Zhi
Hu

J.P. Morgan Securities LLC

CRD#6323749
Investment Advisor
in San Diego, CA
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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

Series 66, Certified Financial Planner

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, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

13275 Black Mountain Rd
San Diego, CA 92129

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$112,505,543,419

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

5,713

CA Average: 88
Total Number of Accounts

505,984

CA Average: 3,892
Average Account Size

$222,350

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

Zhi Hu Work History

Zhi has 10 years of experience.

2015 - Present (4 years)

Jp Morgan Securities LLC

2015 - Present (4 years)

Jp Morgan Chase Bank

2014 - 2015 (1 years)

Jpmorgan Securities LLC

2011 - 2014 (3 years)

Jp Morgan Chase Bank Na

2009 - 2011 (2 years)

Bank Of America

2008 - Present (11 years)

Zhi Hu

Disclosures

Zhi Hu has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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