Yan Meng

CRD 3112693 · J.P. Morgan Securities LLC · Tarpon Springs, FL

Broker

Also appears in the source record as: Andrea Meng; Yan Andrea Meng

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Not registered in this capacity
Exams passed (3): SIESeries 6Series 63
Registered states (2): California · Florida
Years in the industry (source record): 12
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: J.P. Morgan Securities LLC
Firm CRD: 79
SEC number: 801-3702
Assets under management: $429.7B as of Jun 30, 2026
Website: wealthpartners.jpmorgan.com ↗
Phone: 800-999-2000
Firm location: New York, NY, 10017

Employment history (6)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
Tarpon Springs, FL · BC capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Tarpon Springs, FL · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLC
Fort Lauderdale, FL · BC capacity

Jun 25, 2019 → Jan 28, 2021
Harris Investor Services, Inc.
Schaumburg, IL · BC capacity

Dec 8, 2008 → Dec 23, 2010
Fifth Third Securities, Inc.
Cincinnati, OH · BC capacity

Oct 22, 2004 → Nov 3, 2005
Citicorp Investment Services
Long Island City, NY · BC capacity

Jan 11, 2002 → Nov 15, 2002

Source & corrections

Where this page comes from

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