Yong
Zhao

J.P. Morgan Securities LLC

CRD#5370223
Investment Advisor
in New York, NY
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About this Advisor

Yong Zhao is a certified financial planner and chartered financial consultant operating out of New York, New York, with a total of 11 years of financial industry experience. Zhao works at J.P. Morgan Securities LLC. Their career trajectory has included roles at Metlife Securities, State Farm, Jpmorgan Chase Bank, Chase Investment Services Corp and J.P. Morgan Securities LLC. Zhao has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to work in New Jersey and Texas. J.P. Morgan Securities LLC is an advisory firm based in New York, New York. The investment advisory business has offices in 5,365 locations and a total of 5,713 employees. It has $113 billion in assets under management between its 505,984 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 190 charitable organizations. Of its 505,984 accounts, 16% belong to high-net-worth investors who have at least $1 million in assets. 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. Fees charged by financial advisors largely are based on which service is provided. Fees charged by J.P. Morgan Securities LLC likely consist of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner, Chartered Financial Consultant

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

340 Avenue Of The Americas
New York, NY 10011

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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

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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

Yong Zhao Work History

Yong has 11 years of experience.

2012 - Present (7 years)

J.P. Morgan Securities LLC

2009 - 2009 (0 years)

State Farm

2009 - Present (10 years)

Jpmorgan Chase Bank

2009 - 2012 (3 years)

Chase Investment Services Corp

2007 - 2009 (2 years)

Metlife Securities

Disclosures

Yong Zhao has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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