Grace Xiaofen Wang
Investment adviser representative at J.P. Morgan Securities LLC
12 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
12 years in the industry.
- JP Morgan Chase Bank, N.A.Jan 2023 to now
- J.P. Morgan Securities LLCJun 2021 to now
- S and S Properties LLC( W-2 ) ( S and S Medical Service)Apr 2023 to Aug 2026
- JPMorgan Chase Bank, N.A.Jun 2021 to Jan 2023
- CitibankJul 2017 to May 2021
- UnemployedJun 2017 to Jun 2017
- Aeon Life Insurance Company LtdDec 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
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
- 7390829
- Firm CRD
- 79