Evelyn Mei
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Evelyn Mei? 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.
- J.P. Morgan Securities LLCJul 2024 to now
- JPMorgan Chase Bank, N.A.Jul 2024 to now
- UnemployedMay 2024 to Jun 2024
- PurpleJul 2023 to Apr 2024
- Morgan StanleyMar 2023 to Dec 2023
- Victoria's Secret Stores, LLCJul 2022 to May 2023
- AritziaMay 2022 to Aug 2022
- Encore Nationwide IncJan 2022 to Jan 2022
- Uc San Francisco CampusJan 2021 to Jun 2021
- University of California San DiegoOct 2020 to Mar 2024
- American Eagle Outfitters IncNov 2019 to Nov 2020
- Abraham Lincoln High SchoolAug 2016 to Jun 2020
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
- 7702112
- Firm CRD
- 79