Zhi wen Su
Investment adviser representative at J.P. Morgan Securities LLC
14 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
14 years in the industry.
- JPMorgan Chase Bank, N.A.,Mar 2023 to now
- J.P. Morgan Securities LLCOct 2018 to now
- Trimaran LLC.Jan 2017 to now
- Klcm LLCOct 2015 to now
- C.M. Hon Investment Group Inc.Sep 2015 to now
- Hon's Investment Group Inc.Sep 2015 to now
- JPMorgan Chase Bank, N.A.Jun 2017 to Feb 2023
- Urban Pacific Real EstateAug 2016 to May 2017
- C.P. Hon LLCJun 2016 to Nov 2022
- Ng Washington Iii, dba Red Dragon CasinoJan 2012 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2021
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
- 7042059
- Firm CRD
- 79