Adrian Tsui
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
3 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Adrian Tsui? 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 LLCJan 2026 to now
- JPMorgan Chase Bank, N.A.Jan 2026 to now
- Oppenheimer and CoFeb 2025 to Dec 2025
- UnemployedDec 2024 to Jan 2025
- UniqloAug 2024 to Nov 2024
- UnemployedJun 2024 to Jul 2024
- The College of New JerseyAug 2020 to May 2024
- UnemployedJan 2016 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, 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
- 8035789
- Firm CRD
- 79