J.P. Morgan Securities LLC
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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
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
Jennifer Yang Work History
Jennifer has 10 years of experience.
Jpmorgan Chase Bank, N.A
Chase Investment Services Corp
J.P. Morgan Securities LLC
Jp Morgan Chase Bank
Bank Of America, N.A
Wells Fargo Bank, N.A
Pasco Financial Group
Jennifer Yang has no disclosures.
Please visit their SEC profile for more details.