Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shirley? Claim Your ProfileShirley Jane Leung is an investment professional with over two decades of experience in the financial industry. Shirley has held roles at several prominent firms including BlackRock, Scenic Advisement, SVB Investment Services Inc., and J.P. Morgan Securities LLC. Her diverse background spans a wide range of investment disciplines, including portfolio management, financial planning, and investment banking. Shirley is a Certified Financial Planner and a Chartered Financial Analyst, demonstrating her commitment to professional development and her dedication to providing high-quality client service. Shirley currently works with J.P. Morgan Securities LLC as an investment advisor representative serving clients throughout the state of California and Texas.
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
09/05/2024 - Present
J.p. Morgan Securities LLC (Los Angeles CA)
CA
07/02/2020 - 04/05/2023
SVB INVESTMENT SERVICES INC. (Santa Monica CA)
CA
03/23/2016 - 02/28/2020
SCENIC ADVISEMENT (san francisco CA)
CA
01/03/2012 - 03/02/2016
BLACKROCK INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
11/06/2009 - 12/31/2011
BLACKROCK FUND DISTRIBUTION COMPANY (SAN FRANCISCO CA)
CA
11/04/2004 - 12/31/2009
BARCLAYS GLOBAL INVESTORS SERVICES (SAN FRANCISCO CA)
NJ
11/27/1996 - 08/25/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 03/18/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2020
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 12/17/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2005
Series 3 - National Commodity Futures Examination
BC
Issued 11/03/2004
Series 7 - General Securities 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
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MIAX PEARL, LLC
M
MIAX Sapphire
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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