Trung Nhu Le
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Trung Nhu Le? 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
10 years in the industry.
- Trung Le - Sole PropMar 2024 to now
- J.P. Morgan Securities LLCJul 2021 to now
- Jpmc Bank Na (southwest)Jul 2021 to now
- Uber EatsJun 2021 to Aug 2023
- Mufg Union Bank, N.A.Mar 2021 to Jul 2021
- Unionbanc Investment Services, LLCMar 2021 to Jul 2021
- Wells Fargo Clearing Services, LLCJan 2020 to Mar 2021
- Wells Fargo Bank, NASep 2016 to Mar 2021
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7218163
- Firm CRD
- 79