Unclaimed
Meng jiao Zhang is a registered representative with J.p. Morgan Securities LLC. Meng jiao Zhang has been in the securities industry since June 14, 2018. Meng jiao Zhang is currently licensed in California. Meng jiao Zhang holds the Series 6, Series 63 and SIE licenses. Meng jiao Zhang is affiliated with the Santa Clara, California branch office of J.p. Morgan Securities LLC.
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
06/15/2018 - Present
J.p. Morgan Securities LLC (SANTA CLARA CA)
BC
Issued 06/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Meng jiao Zhang is the right advisor for you? Invested Better is here to help.