Jason Wang
Financial advisor at J.P. Morgan Securities LLC · Irvine, CA
Last updated 2026-10-10
Claim your profileJason Wang is a financial advisor at J.P. Morgan Securities LLC in Irvine, CA, CRD 5914345. Licenses and exams on the registration: Series 66. IAPD registration began 2025-04-01.
Registration
- CRD number
- 5914345
- Registration status
- Active
- IAPD registration
- 2025-04-01
- Industry Experience
- 1 year
- Work Experience
- 10 years
- States registered
- CA
Licenses and exams
- Series 66
Work history
- 2024-11 to Present · J.P. Morgan Securities LLC · Newport Beach, CA
- 2024-11 to Present · Jpmorgan Chase Bank, N.A. · Newport Beach, CA
- 2020-03 to 2024-01 · Equify Capital Inc · Irvine, CA
- 2023-07 to 2024-11 · Envista Holdings Corporation · Brea, CA
- 2016-10 to 2020-05 · Nationstar/mr. Cooper Group · Santa Ana, CA
- 2023-04 to 2023-07 · Recreational Equipment, Inc · Tustin, CA
- 2024-11 to 2024-11 · Zillow Home Loans / Zillow Group · Irvine, CA
- 2017-01 to Present · Wang Enterprises LLC · Irvine, CA
Current employment
- J.P. Morgan Securities LLC · New York, NY
J.P. Morgan Securities LLC
- Regulatory AUM
- $429,694,491,042
- Registered advisors
- 14,334
- Offices
- 5,886
- Clients per advisor
- 87.0 (Moderate)
- Average AUM per client
- $344.7K (Low)
- High-net-worth client ratio
- 28.6% (Moderate)
J.P. Morgan Securities LLC: advisors, services and reported ETF investments
About
Jason Wang is a financial advisor at J.P. Morgan Securities LLC in Irvine, CA. Reported securities licenses include Series 66. The latest record indicates 1 year of industry experience and 10 years of reported work history. Reported roles include Jpmorgan Chase Bank, N.A., Wang Enterprises LLC, Zillow Home Loans / Zillow Group, Envista Holdings Corporation, among others.
SEC disclosures list additional business and community activities: Entity Name: Wang Enterprises Llc Investment Related: No "address: 15333 Culver Dr: Suite 340-2324 irvine, ca 92604" nature of the other business: real estate position/title/relationship: owner/partner start date: 01/18/2017 approximate # of hours a week: 0-10 approximate # of hours during securities trading hours: 0 briefly describe your duties: llc for rental properties.
J.P. Morgan Securities LLC's firm-level Form ADV reports 14,334 advisors across 5,886 offices; approximately 87.0 clients per advisor, average assets per client of $344,680, and regulatory AUM of $429.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Insurance companies, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
What this firm offers
Filed by J.P. Morgan Securities LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Other
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Futures Commission Merchant
- Insurance Broker or Agent
- Registered Security-Based Swap Dealer
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Security-Based Swap Dealer
- Commodity Pool Operator or CTA
- Futures Commission Merchant
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Real Estate Broker or Dealer
- Sponsor or Syndicator of Limited Partners
- Sponsor or GP of Pooled Investment Vehicl
Location
3 Park Plaza, Irvine, CA 92614
61 advisors at this office.
Contact
The firm's filed contact details.
Official record
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