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John Diego China

J.p. Morgan Securities LLC

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About John Diego China

John Diego China is a licensed securities professional with over 20 years of experience in the financial services industry. John currently holds a Series 7, Series 24, Series 63, Series 66, and Series 79TO license and is registered with J.p. Morgan Securities LLC in San Francisco. Prior to joining J.p. Morgan Securities LLC, John worked at SVB Securities. John is licensed in 51 states and the District of Columbia.

Firm Information

John China 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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John China’s Registration & Firm History

CA

05/14/2024 - Present

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

CA

06/14/2002 - 07/01/2019

SVB SECURITIES, A NON-BANK AFFILIATE OF SILICON VALLEY BANK (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 07/13/2024

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 07/02/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/23/2004

Series 24 - General Securities Principal Examination

BC

Issued 05/13/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 03/22/2024

SIE - Securities Industry Essentials Examination

BC

Issued 06/13/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Diego China.
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