Charles Lin
Investment adviser representative at J.P. Morgan Securities LLC
13 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
13 years in the industry.
- J.P. Morgan Securities LLCJun 2025 to now
- JPMorgan Chase Bank, N.A.Jun 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2022 to May 2025
- Sunvilla CorporationDec 2021 to Nov 2022
- WushilandOct 2021 to Nov 2021
- UnemployedJun 2021 to Oct 2021
- Pho MaiMar 2021 to Jun 2021
- Poke BarAug 2019 to Jan 2020
- Raon EnterprisesNov 2018 to Jan 2019
- University of CaliforniaSep 2017 to Mar 2021
- Orwick Sub Shops LLCJun 2017 to Sep 2017
- Chino Hills High SchoolAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7656176
- Firm CRD
- 79