Advisor at J.P. Morgan Securities
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
J.P. Morgan Securities
Location
Las Vegas, NV 89135
Credentials
Series 66
Industry experience
2 years
Jeremy Shih Chieh Chen is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan entities since 2022. Outside of his advisory role, he is the owner and partner of Oyako PC, a technology business specializing in custom PC building and component refurbishment. 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. The firm delivers advisory services alongside brokerage and investment management capabilities through a non-discretionary program.
Based on J.P. Morgan Securities
$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable
Account minimum: $25 million
1980 Festival Plaza Dr. Suite #800, Floor 08
Las Vegas, NV 89135
Nevada · Texas
JPMorgan Chase BAnk, N.A.
2023 - Present (3 years)
J.P. Morgan Securities
2023 - Present (3 years)
UnEMPLOYED
2023 - 2023 (1 year)
Oyako PC
2021 - Present (5 years)
Duke University and Health System
2021 - 2023 (2 years)
UnEMPLOYED
2021 - 2021 (1 year)
Trinity
2018 - 2021 (3 years)
Kumamoto City Hall
2016 - 2018 (2 years)
GPI US
2016 - 2016 (1 year)
Tufts University
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 63, Series 66
Las Vegas, NV
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Crinite Financial Strategies
Series 65
Las Vegas, NV
Interval Capital Management, LLC
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