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Ya ting Pan

J.p. Morgan Securities LLC

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About Ya ting Pan

Ya ting Pan is a financial professional associated with J.p. Morgan Securities LLC. Ya ting Pan has been in the industry since August 2023. Ya ting Pan is registered to provide investment advice in Connecticut, New Jersey and New York. Ya ting Pan has successfully passed the Securities Industry Essentials Examination, Investment Company Products/Variable Contracts Representative Examination and the Uniform Securities Agent State Law Examination. Ya ting Pan is currently licensed with J.p. Morgan Securities LLC, which is located at 231 Grand St in New York, NY. J.p. Morgan Securities LLC is a registered broker-dealer and investment adviser.

Firm Information

Ya ting Pan 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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Ya ting Pan’s Registration & Firm History

NY

08/24/2023 - Present

J.p. Morgan Securities LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/08/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/24/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/10/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ya ting Pan.
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