J.P. Morgan Securities LLC
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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
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
Peizhen Wong Work History
Peizhen has 11 years of experience.
J.P. Morgan Securities LLC
Chase Investment Services Corp
Morgan Stanley Smith Barney
Merrill Lynch, Pierce, Fenner & Smith Inc (7691)
Morgan Stanley & Co., Inc
Peizhen Wong has no disclosures.
Please visit their SEC profile for more details.