Skip to content

Yifei Chai

Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business

Are you Yifei Chai? Claim your profile

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.

  1. J.P. Morgan Securities LLCJul 2026 to now
  2. JPMorgan Chase Bank, N.A.Jul 2026 to now
  3. UnemployedSep 2025 to Jun 2026
  4. JPMorgan Chase Bank, N.A.Jun 2025 to Aug 2025
  5. UnemployedSep 2024 to May 2025
  6. Huatai United SecuritiesJun 2024 to Aug 2024
  7. UnemployedSep 2023 to May 2024
  8. Huagai CapitalJun 2023 to Aug 2023
  9. UnemployedJul 2016 to May 2023

Exams passed

  • Series 66 · Uniform Combined State Law2026

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
8314479
Firm CRD
79
Advisor's SEC record (opens in a new tab)
CallContact this firm