Peizhen
Wong

J.P. Morgan Securities LLC

CRD#4860224
Investment Advisor
in New York, NY
Are you Peizhen Wong? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Peizhen Wong is a certified financial planner who works out of New York, New York, who has been in the advisory business for 11 years. Wong is an employee of J.P. Morgan Securities LLC. During their career, the advisor has held roles at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney, Merrill Lynch, Pierce, Fenner & Smith Inc (7691), Chase Investment Services Corp and J.P. Morgan Securities LLC. Wong maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New Jersey and Texas. J.P. Morgan Securities LLC is a financial advisory company that has its headquarters in New York, New York. The firm has offices in 5,365 locations and a total of 5,713 advisors. It has $113 billion in total assets among its 505,984 client accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 190 charitable organizations. Of its 505,984 client accounts, 16% are held by high-net-worth clients who have greater than $1 million in assets available to invest. J.P. Morgan Securities LLC performs a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules typically vary depending on the type of financial services. Fee types billed by J.P. Morgan Securities LLC can be comprised of any blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

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

221 Canal Street
New York, NY 10013

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

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

7,383

NY Average: 88
Total Number of Accounts

602,419

NY Average: 3,892
Average Account Size

$216,255

NY Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

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

Peizhen Wong Work History

Peizhen has 11 years of experience.

2012 - Present (7 years)

J.P. Morgan Securities LLC

2010 - 2012 (2 years)

Chase Investment Services Corp

2009 - 2009 (< 1 year)

Morgan Stanley Smith Barney

2009 - 2010 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc (7691)

2007 - 2009 (2 years)

Morgan Stanley & Co., Inc

Disclosures

Peizhen Wong has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started