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
Huntington Beach, CA 92648
Credentials
ChFC®, Series 63, Series 66
Industry experience
8 years
Christopher Nguyen is a financial advisor with J.P. Morgan Securities in Huntington Beach, CA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has eight years of industry experience and has worked at firms including Merrill Lynch, Bank of America, UBS Financial Services, and Union Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice 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 non-discretionary investment recommendations supported by an in-house manager solutions team and centralized due diligence.
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
19461 Main Street, Ste 102
Huntington Beach, CA 92648
California · Texas
JPMorgan Chase Bank, N.A.
2022 - Present (4 years)
J.P. Morgan Securities
2022 - Present (4 years)
Bank of America, N.A.
2019 - 2022 (3 years)
Merrill
2019 - 2022 (3 years)
Merrill Lynch
2019 - 2022 (3 years)
JPMorgan Chase BAnk, N.A.
2018 - 2019 (1 year)
J.P. Morgan Securities
2018 - 2019 (1 year)
Unionbanc Investment Services, LLC
2017 - 2018 (1 year)
MUFG Union Bank
2017 - 2018 (1 year)
Union Bank
2017 - 2018 (1 year)
UBS Financial Services
2017 - 2017 (1 year)
UBS Financial Services, inc
2017 - 2017 (1 year)
Unionbanc Investment Services, LLC
2017 - 2017 (1 year)
Union Bank
2016 - 2018 (2 years)
MUFG Union Bank, NA
2016 - 2017 (1 year)
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 65
Los Alamitos, CA
Open Square Capital, LLC
CFP®, Series 63, Series 65
Long Beach, CA
Linda A. Walker, CFP
CFP®
Irvine, CA
Mile Wealth Management
Thanks for your interest in my firm! I’m Mark Wilson, APA, CFP®, a proud father of two and lucky husband of one. I founded MILE Wealth Management to provide real wealth management to families and “Make It Look Easy” (MILE). Providing integrated financial planning and investment management is hard. This is the reason why most financial advisors do bare minimum planning or no planning at all. Those that do financial plans intentionally make it look complex to justify their fees. The industry is full of jargon, acronyms, fine print and disclosures. It’s no wonder that their “customers” are not meeting their goals or sleeping well at night. My goal is to use my experience, teaching background, wise use of technology and smarts to make it look easy. I’ve found that families that understand their financial situation, set their personal targets and see their next steps will be able to achieve their short and long-term goals and make adjustments as necessary. I want you to be relaxed about your finances, focus on what’s really important and make it look easy. Have a look at our website (www.milewealth.com) or call 949-441-4410 to find out more.
Series 65
Irvine, CA
AM Wealth Solutions, LLC
CFP®, ChFC®, Series 63, Series 65
Costa Mesa, CA
Capital Planning Group, LLC
Series 66
Irvine, CA
OZ Wealth Management LLC
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