Jie Ji
Investment adviser representative at J.P. Morgan Securities LLC
15 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Jie Ji? Claim your profile
Contact this firm
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
15 years in the industry.
- J.P. Morgan Securities LLCSep 2024 to now
- JPMorgan Chase Bank, N.A.Sep 2024 to now
- Bank of America, N.A.Jan 2022 to Sep 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2022 to Sep 2024
- U. S. Bankcorp Advisors, LLCSep 2021 to Dec 2021
- Mufg Union BankAug 2021 to Dec 2021
- Union Bank/unionbanc Investment ServicesAug 2021 to Dec 2021
- UnemployedMar 2021 to Aug 2021
- J.P. Morgan Securities LLCMay 2019 to Feb 2021
- JPMorgan Chase Bank, N.A.May 2019 to Feb 2021
- UnemployedMar 2017 to Apr 2019
- Softbank China Venture CapitalJun 2011 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7015733
- Firm CRD
- 79