Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jie? Claim Your ProfileJie Ji is an investment advisor representative who has been in the industry since June 2011. Jie Ji is currently registered with J.P. Morgan Securities LLC and has held previous positions with Union Bank/UNIONBANC INVESTMENT SERVICES and MUFG Union Bank. Jie Ji is registered in multiple states including Washington, Texas, California, and Florida. Jie Ji specializes in providing financial planning, pension consulting and selection of other advisers.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
WA
09/20/2024 - Present
J.p. Morgan Securities LLC (ISSAQUAH WA)
CA
09/14/2021 - 12/10/2021
UNIONBANC INVESTMENT SERVICES, LLC (GLENDALE CA)
WA
07/08/2019 - 02/18/2021
J.P. MORGAN SECURITIES LLC (SEATTLE WA)
BOTH
Issued 06/24/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/08/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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