Jeffrey Wang

Jeffrey Wang is a financial advisor at J.P. Morgan Securities LLC in Boston, MA. Reported securities licenses include Series 63 and Series 66. The latest record indicates 2 years of industry experience and 15 years of reported work history. Reported roles include Jpmorgan Chase Bank, N.A., Jia Ho Jewelry Trade Inc., University of Massachusetts At Amherst, Empire Garden Restaurant, among others.

SEC disclosures list additional business and community activities: Effective 6/16/2023 I Will Be An Employee Of Both Jpmorgan Securities And Jpmorgan Bank: Jpmorgan bank offers a broad range of products and services nationwide; As an employee of jpmorgan bank i will be able to offer certain bank products and services, including deposit and credit products.

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.