Shan Lin
Investment adviser representative at J.P. Morgan Securities LLC
19 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- J.P. Morgan Securities LLC��������Jan 2020 to now
- JPMorgan Chase Bank, N.A.��������Jan 2020 to now
- Sapphire Trip IncAug 2019 to Apr 2023
- Gate Gourmet IncApr 2018 to Jan 2020
- JP White Plains Inc.Sep 2017 to Jan 2020
- Hife College PlanningApr 2014 to Jan 2020
- Transamerica Financial Advisors, IncJan 2013 to Jan 2020
- World Financial GroupMay 2007 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6152118
- Firm CRD
- 79