Lei Zhu
Investment adviser representative at J.P. Morgan Securities LLC
3 yearsExperience
3 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
3 years in the industry.
- J.P. Morgan Securities LLCJun 2019 to now
- JP Morgan Chase Bank, N.A.Jun 2019 to now
- AXA Advisors, LLC.Jan 2019 to May 2019
- Triple Z Brothers, LLC (red Mango Frozen Yogurt Franchise)Apr 2018 to Feb 2025
- 4derk LLCDec 2016 to Nov 2020
- 4derk, LLC (red Mango Frozen Yogurt Franchise)Dec 2016 to Nov 2020
- UnemployedFeb 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 3 states (NJ, 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
- 6625384
- Firm CRD
- 79