Zejia Leung

CRD 5406918 · J.P. Morgan Securities LLC · Monterey Park, CA

IA RegisteredBroker

Also appears in the source record as: Kelvin Leung; Zejia Kelvin Leung

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 65Series 63
Registered states (12): Arizona · California · Hawaii · Louisiana · Massachusetts · Nevada · New Jersey · New York · Oregon · Texas · Virginia · Washington
Years in the industry (source record): 16
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
Monterey Park, CA · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Monterey Park, CA · BC capacity

start not retrieved → present
Bancwest Investment Services, Inc. (Bwis)
Monterey Park, CA · IA capacity

May 13, 2016 → Mar 26, 2020
Bancwest Investment Services, Inc.
Monterey Park, CA · BC capacity

Mar 18, 2016 → Mar 26, 2020
E-W Investments, Inc.
San Gabriel, CA · BC capacity

Jan 6, 2016 → Apr 22, 2016
Scottrade, Inc.
San Gabriel, CA · BC capacity

Jan 24, 2008 → Jan 23, 2014

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 5406918 ↗ FINRA BrokerCheck record for CRD 5406918 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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