Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ya? Claim Your ProfileYa Zhao is a registered representative with J.p. Morgan Securities LLC. Ya has been in the securities industry since May 2010. Ya is registered in California, Connecticut, Florida, New Jersey, and New York. Previously, Ya Zhao was registered with Chase Investment Services Corp. Ya Zhao has passed the Securities Industry Essentials Examination (SIE), the Series 6, and the Series 63 examinations. Ya Zhao’s current firm, J.p. Morgan Securities LLC, provides financial planning, pension consulting, and selection of other advisors services to their clients.
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
NY
10/01/2012 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
05/27/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
BC
Issued 06/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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