Kevin Hao Xiong
Investment adviser representative at J.P. Morgan Securities LLC
13 yearsExperience
3 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Kevin Hao Xiong? 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
13 years in the industry.
- J.P. Morgan Securities LLCOct 2024 to now
- JPMorgan Chase Bank, N.A.Oct 2024 to now
- Cedar Cares, Inc.Jun 2021 to now
- UnemployedJul 2024 to Sep 2024
- CedarJun 2021 to Jun 2024
- TruvetaOct 2020 to May 2021
- Art & DesignJan 2020 to Dec 2020
- Mckinsey & CompanySep 2018 to Nov 2020
- University of CambridgeOct 2017 to Sep 2018
- Trademark Tours LLCJun 2017 to Sep 2017
- Harvard UniversitySep 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (DC, FL, 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
- 7993191
- Firm CRD
- 79