Jennifer
Yang

J.P. Morgan Securities LLC

CRD#6054079
Investment Advisor
in Portland, OR
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About this Advisor

Jennifer Yang is a financial advisor operating out of Portland, Oregon, who has been in the financial industry for 10 years. Yang is an advisor for J.P. Morgan Securities LLC. Over the course of their career, Yang has held roles at Bank Of America, N.A, Chase Investment Services Corp, Jp Morgan Chase Bank, Wells Fargo Bank, N.A, Pasco Financial Group, J.P. Morgan Securities LLC and Jpmorgan Chase Bank, N.A. Yang holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to operate in California and Oregon. J.P. Morgan Securities LLC is a company based in Portland, Oregon. The investment advisory business has offices in 5,365 locations and a total of 5,713 people on staff. It controls $113 billion in assets across its 505,984 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 190 charitable organizations. Of its 505,984 accounts, 16% belong to high-net-worth individuals who have more than $1 million in assets. The advisory firm provides a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules vary depending on which services the firm provides the client. However, fees charged by J.P. Morgan Securities LLC can include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 66

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, Others

Disclosures

No

Office Location

11565 Sw Pacific Hwy
Portland, OR 97223

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

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

7,383

OR Average: 88
Total Number of Accounts

602,419

OR Average: 3,892
Average Account Size

$216,255

OR 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

Jennifer Yang Work History

Jennifer has 10 years of experience.

2018 - Present (1 year)

Jpmorgan Chase Bank, N.A

2012 - Present (7 years)

J.P. Morgan Securities LLC

2011 - Present (8 years)

Jp Morgan Chase Bank

2012 - 2012 (< 1 year)

Chase Investment Services Corp

2010 - 2010 (< 1 year)

Bank Of America, N.A

2010 - 2011 (1 year)

Wells Fargo Bank, N.A

2008 - 2010 (2 years)

Pasco Financial Group

Disclosures

Jennifer Yang has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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