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Qianqian Sheng

Investment adviser representative at J.P. Morgan Securities LLC
11 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

11 years in the industry.

  1. J.P. Morgan Securities LLCNov 2025 to now
  2. JPMorgan Chase Bank, N.A.Nov 2025 to now
  3. Bank of America CorporationApr 2025 to Oct 2025
  4. Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2025 to Oct 2025
  5. J.P. Morgan Securities LLCSep 2021 to Apr 2025
  6. JPMorgan Chase Bank, N.A.Mar 2020 to Apr 2025
  7. Apple/volt Information SciencesJan 2019 to Jul 2020
  8. TargetNov 2018 to Jan 2019
  9. Transform Holdco LLCOct 2018 to Nov 2018
  10. UnemployedSep 2018 to Sep 2018
  11. Shenzhen Sirius Trading Co., LtdSep 2015 to Aug 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2021
  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (CA, 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
7457145
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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