Lauren Cheng
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Lauren Cheng? 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 2026 to now
- JPMorgan Chase Bank, N.A.Jul 2026 to now
- UnemployedJun 2026 to Jun 2026
- UBS Financial Services Inc.May 2025 to May 2026
- Medium PlusFeb 2025 to Jul 2025
- Goldensherpa, Inc.Feb 2025 to May 2025
- Dw Healthcare PartnersJun 2023 to Aug 2023
- The Standard SeattleDec 2022 to May 2024
- University of WashingtonSep 2022 to Dec 2025
- Harvest CafeFeb 2022 to Sep 2022
- Sushi BlueNov 2021 to Jan 2022
- Silver Star CafeSep 2021 to Aug 2022
- UnemployedMay 2021 to Aug 2021
- Gap FactorySep 2020 to Apr 2021
- I Love MooDec 2019 to Nov 2020
- UnemployedApr 2019 to Nov 2019
- Denny'sJan 2018 to Mar 2019
- UnemployedJul 2016 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 8070230
- Firm CRD
- 79