Jin Ming He
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Cetera Investment Advisers LLCMay 2026 to now
- Cetera Investment Services LLCMay 2026 to now
- East West BankMay 2026 to now
- J.P. Morgan Securities LLCMar 2024 to May 2026
- JPMorgan Chase Bank, N.A.Mar 2024 to May 2026
- UberNov 2023 to Jan 2024
- Bank of America, N.A.Aug 2022 to Mar 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to Mar 2024
- Keller Williams ExecutiveJan 2022 to Jul 2022
- UnemployedOct 2021 to Dec 2021
- Bank of America, N.A.Sep 2019 to Sep 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2019 to Sep 2021
- J.P. Morgan Securities LLCApr 2019 to Sep 2019
- JPMorgan Chase Bank, N.A.Apr 2019 to Sep 2019
- UnemployedJan 2019 to Mar 2019
- Bank of AmericaJan 2018 to Dec 2018
- UnemployedDec 2017 to Dec 2017
- Cathay Pacific AirwaysDec 2013 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 7098288
- Firm CRD
- 105644