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
Sammamish, WA 98075
Credentials
Series 63, Series 66
Industry experience
10 years
Guannan He is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at several major firms including Citibank, HSBC, and JPMorgan Chase. Outside of his financial career, he teaches jazz dance classes at Step Up Dance Studio in Seattle. 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 select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.
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
2950 Issaquah Pine Lake Rd Se
Sammamish, WA 98075
Step Up Dance Studio
2024 - Present (2 years)
JPMorgan Chase Bank, N.A.
2022 - Present (4 years)
J.P. Morgan Securities
2022 - Present (4 years)
HSBC Bank USA, N.A.
2019 - 2022 (3 years)
HSBC Securities (USA) Inc.
2019 - 2022 (3 years)
J.P. Morgan Securities
2018 - 2019 (1 year)
JPMorgan Chase Bank, N.A.
2018 - 2019 (1 year)
Citibank
2016 - 2018 (2 years)
Citigroup Global Markets Inc
2016 - 2018 (2 years)
JPMorgan Chase Bank, N.A.
2015 - 2016 (1 year)
J.P. Morgan Securities
2015 - 2016 (1 year)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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 65
Kirkland, WA
Waterhill Capital, LLC
CFA®
Kirkland, WA
Lakeside Financial Inc.
CFP®, ChFC®, Series 66
Kirkland, WA
Valiant Financial Planning, LLC
CFA®
Bellevue, WA
Rare Wolf Capital LLC
Series 63, Series 65
Kirkland, WA
Concepts Financial Services, LLC
Series 63, Series 65
Bellevue, WA
MacLachlan Wealth Management
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