ADVISOR BIO

Mingming Zhang is a registered investment advisor representative with J.P. Morgan Securities LLC. Mingming has been in the industry for over six years. Mingming holds the Series 7TO, SIE and Series 66 licenses. Mingming has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., and JPMorgan Chase Bank, N.A.. Mingming's current employer J.P. Morgan Securities LLC is a large firm with over $50 billion in assets under management. They serve a variety of clients including individuals, corporations, charitable organizations, insurance companies and high net worth individuals. Mingming works with clients to create customized financial plans and portfolio management strategies.

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ADVISOR BIO

Ming wai Connie Kwok is a registered representative with Citigroup Global Markets Inc. Ming wai is a licensed advisor registered in California with expertise in asset allocation advice, financial planning, pension consulting, and publication of periodicals. Ming wai has been in the industry since February 15, 2022. Prior to joining Citigroup, Ming wai worked for Wells Fargo in El Monte, City of Industry, and Arcadia. Ming wai Connie Kwok is committed to providing clients with comprehensive financial guidance and personalized service.

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ADVISOR BIO

Mingxi Yu is a financial advisor registered with J.P. Morgan Securities LLC. Mingxi Yu has been in the industry since 2018. Mingxi Yu is registered to provide investment advice in Arizona, California, Massachusetts, and Washington. Mingxi Yu is currently employed at J.P. Morgan Securities LLC in Irvine, California. Prior to that, Mingxi Yu was with Edward Jones in San Marcos, California, and Wells Fargo Clearing Services, LLC in Gig Harbor, Washington.

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ADVISOR BIO

Mingxiao Wang is an investment advisor representative registered with Charles Schwab & Co., Inc. Mingxiao Wang has been in the industry since 2015 and has experience with TD AMERITRADE, INC. and J.P. MORGAN SECURITIES LLC. Mingxiao Wang is licensed to provide investment advice in 16 states and the District of Columbia. Mingxiao Wang holds the Series 6, 7, 63, and 66 licenses as well as the SIE exam certification. Mingxiao Wang has a total of 15 years of experience in the financial services industry.

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ADVISOR BIO

Mingxiu Hao is a registered Investment Advisor Representative with J.p. Morgan Securities LLC, and has been active in the industry since June 5, 2016. Mingxiu specializes in financial planning, pension consulting, and portfolio management for both individuals and businesses. Mingxiu has passed the Series 6, Series 7, Series 63 and Series 66 exams and is currently registered in California. Mingxiu is also an active member of the Securities Industry Essentials (SIE) Examination.

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ADVISOR BIO

Minh T. Phan is a financial advisor with over 20 years of experience in the industry. Minh T. Phan is currently registered with Citigroup Global Markets Inc. and holds Series 7, SIE and Series 66 licenses. Minh T. Phan has been with Citigroup Global Markets Inc. since July of 2022. Minh T. Phan has previously been employed with J.P. Morgan Securities LLC and TD Ameritrade, Inc. Minh T. Phan provides financial planning and portfolio management services to individuals and businesses. Minh T. Phan is also a Certified Financial Planner.

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ADVISOR BIO

Minh Phuoc Ta is a financial advisor with over 27 years of experience in the industry. Minh Phuoc has been a registered representative with Transamerica Financial Advisors, Inc. since 2012. Prior to that, Minh Phuoc was a registered representative with WORLD GROUP SECURITIES, INC. and WMA SECURITIES, INC. Minh Phuoc is licensed in 12 states and has passed several industry exams including the Series 6, Series 26, Series 63 and SIE exams. Minh Phuoc specializes in portfolio management for individuals and selection of other advisors.

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ADVISOR BIO

Minh Huynh is a registered representative with J.P. Morgan Securities LLC, a firm with a long history of serving individuals and institutions. Minh has been in the financial services industry since 2017, working previously with NYLIFE Securities LLC. Minh holds the Series 6, Series 63, and SIE licenses, demonstrating a dedication to staying current on the latest developments in the industry. Minh provides financial planning and portfolio management for individuals and businesses, helping clients navigate the complex world of investing.

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ADVISOR BIO

Minh Hue Diep is a financial advisor at Transamerica Financial Advisors, Inc. in Alviso, CA. Minh has been in the financial industry since December 2021, and has held previous positions at Citigroup Global Markets Inc. in San Francisco. Minh holds the Series 63, Series 7TO, and SIE exams. Minh specializes in providing financial planning and portfolio management services for individuals.

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ADVISOR BIO

Minh Tan Nguyen is a registered representative with Pruco Securities, LLC. Minh Tan Nguyen has been in the financial services industry since June 27, 2022. Minh Tan Nguyen has passed the General Securities Representative Examination and the Securities Industry Essentials Examination. Prior to joining Pruco Securities, LLC, Minh Tan Nguyen was associated with Securities America, Inc.

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