Di Wu
Investment adviser representative at J.P. Morgan Securities LLC
10 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
10 years in the industry.
- J.P. Morgan Securities LLCFeb 2024 to now
- JPMorgan Chase Bank, N.A.Feb 2024 to now
- Bank of America, N.A.Apr 2021 to Feb 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2021 to Feb 2024
- UnemployedMar 2021 to Mar 2021
- E*trade Financial CorpMay 2020 to Feb 2021
- E*trade Securities LLCMay 2020 to Feb 2021
- Harrisdirect LLCMay 2020 to Feb 2021
- HSBC Bank USA, N.A.Jul 2019 to May 2020
- HSBC Securities (USA) Inc.Jul 2019 to May 2020
- UnemployedJun 2019 to Jun 2019
- Bank of America, N.A.Sep 2016 to May 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6901486
- Firm CRD
- 79