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Audrey Zhao

J.p. Morgan Securities LLC

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About Audrey Zhao

Audrey Zhao is a financial professional with experience in the financial services industry. Audrey is currently registered with J.p. Morgan Securities LLC in California and New York. Previously, Audrey worked with Piper Sandler & Co. in Portland, Oregon. Audrey holds the Series 63, Series 52TO and SIE licenses. Audrey specializes in providing financial advice and portfolio management services to individuals, businesses, and institutions.

Firm Information

Audrey Zhao is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Audrey Zhao’s Registration & Firm History

CA

06/30/2023 - Present

J.p. Morgan Securities LLC (SAN FRANCISCO CA)

OR

04/29/2022 - 04/25/2023

PIPER SANDLER & CO. (PORTLAND OR)

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Licenses & Designations

BC

Issued 01/20/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/29/2022

Series 52TO - Municipal Securities Representative Examination

BC

Issued 03/12/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

NYSE National, Inc.

N

New York Stock Exchange

Disclosures

There are no public disclosures for Audrey Zhao.
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