Philadelphia, PA Welsh Rd Office

Team
Updated today

Client AUM

$392,937,438,222

Clients

1,234,172

Advisors

2

Of 14,280 advisors across 3,607 offices

Location

2500 Welsh Rd

Philadelphia PA 19152

Advisors at this office

2

Advisors at this office

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Michi C

Series 66

Philadelphia, PA

J.P. Morgan Securities

Michi Chin is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2021, with prior roles at Citizens Securities and Citizens Bank. Outside of her advisory work, she is an owner and partner of Higharchi 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 through a non-discretionary advisory program.

Wealth management Executive Founder/Business Owner
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Christina L

Series 63, Series 66

Philadelphia, PA

J.P. Morgan Securities

Christina Leung is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Bank, Bank of America, and Merrill. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Wealth management Executive Founder/Business Owner
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