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Johnny M

Series 66

Flushing, NY

J.P. Morgan Securities

Johnny Man is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Flushing Financial Corp. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Qianshen Z

Series 65, Series 63

Flushing, NY

J.P. Morgan Securities

Qianshen Zhou is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 credentials and four years of industry experience. Prior to joining J.P. Morgan Securities, Zhou worked at TD Private Client Wealth LLC and TD Bank N.A. from 2019 to 2024. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Zhenyu L

Series 63, Series 66

Flushing, NY

J.P. Morgan Securities

Zhenyu Liu is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and eleven years of industry experience. He has been with JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2015 and previously taught at CUNY Queens College for two years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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