Hao Wu
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
1 stateRegistered 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 LLCJan 2022 to now
- JP Morgan Chase Bank, N.A.Jan 2022 to now
- Thrivent FinancialFeb 2021 to Dec 2021
- Thrivent Investment Management IncJan 2021 to Dec 2021
- Bank of AmericaApr 2019 to Mar 2021
- UnemploymentNov 2018 to Mar 2019
- UciJul 2018 to Oct 2018
- Keiretsu ForumApr 2018 to Jun 2018
- UciJan 2018 to Mar 2018
- UnemploymentOct 2017 to Dec 2017
- Bank of ChinaJan 2016 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7312098
- Firm CRD
- 79