Zijia Ye
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 LLCApr 2021 to now
- JPMorgan Chase Bank, N.A.Apr 2021 to now
- UnemployedFeb 2021 to Apr 2021
- Bank of AmericaJan 2020 to Jan 2021
- New York Life Insurance CoJun 2019 to Dec 2019
- Northwestern Mutual Life Insurance CompanyJan 2019 to May 2019
- Northwestern Mutual Investment Services LLCDec 2018 to May 2019
- Homestreet BankDec 2018 to Jan 2019
- Oasis Villa Resort HomeownersNov 2018 to Nov 2018
- Vi ResortsSep 2018 to Dec 2018
- Worldmark SeattleSep 2018 to Nov 2018
- UnemployedJul 2018 to Aug 2018
- Cascade ConnectionsFeb 2018 to Jun 2018
- UnemployedJan 2018 to Jan 2018
- Yellow Rock GroupMay 2016 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
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
- 7057855
- Firm CRD
- 79