Unclaimed
Jinglang Wei is a financial advisor with J.P. Morgan Securities LLC. Jinglang is registered with the state of California and Texas as a broker-dealer and investment advisor representative. Jinglang has been in the financial services industry since 2018 and has experience providing financial planning and investment advice to individuals, businesses, and institutional clients. Jinglang holds the Series 7, 63, and 66 licenses and is also a Certified Financial Planner. Before joining J.P. Morgan Securities LLC, Jinglang worked at Fidelity Brokerage Services LLC. Jinglang has worked in various roles at JPMorgan Chase Bank, N.A., ILSC Education Group, Dipont Education, and Pearson Education. Jinglang's clients include high net worth individuals, corporations or other businesses, and charitable organizations. Jinglang's specializations include investment planning and advisory services, including financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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
CA
04/24/2024 - Present
J.p. Morgan Securities LLC (MILLBRAE CA)
CA
08/23/2022 - 04/19/2024
FIDELITY BROKERAGE SERVICES LLC (SUNNYVALE CA)
CA
09/24/2018 - 07/20/2022
J.P. MORGAN SECURITIES LLC (SAN MATEO CA)
BOTH
Issued 09/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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