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Ying T
Series 63, Series 65
Flushing, NY
J.P. Morgan Securities
Ying Tang is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. Tang holds the Series 63 and Series 65 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018, following prior roles at HSBC Securities (USA) Inc. from 2013 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative screens and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework.
Lei Z
Series 66
Flushing, NY
J.P. Morgan Securities
Lei Zhu is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing eight years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2019 and previously at AXA Advisors. Outside of finance, he has been involved in operating Red Mango Frozen Yogurt franchise businesses through Triple Z Brothers, LLC and 4Derk, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research with centralized due diligence and includes broader derivatives and commodities capabilities.
Jack Y
Series 63, Series 66
Flushing, NY
J.P. Morgan Securities
Jack Yuan is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2019, with prior experience at J.P. Morgan Chase Bank and HSBC Bank USA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and incorporates ESG considerations within a broader derivatives and commodities capability.
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