Flushing, NY 28 College Point Blvd Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$392,937,438,222
ClientsTotal clients
1,234,172
AdvisorsAdvisors at this office
3
Of 14,280 advisors across 3,607 offices
Location
40 28 College Point Blvd
Flushing NY 11354
Advisors at this office
3
Advisors at this office
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 Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2018, following two years at HSBC Security (USA) Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.
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 seven 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 franchises through Triple Z Brothers, LLC and 4Derk, LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.
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 previously worked at HSBC Bank USA, N.A. for five years. Yuan is based in Flushing, New York. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Their approach utilizes quantitative asset-allocation modeling combined with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.
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