XZ
Xinyi Zhang
from J.p. Morgan Private Wealth Advisors LLC
Xinyi Zhang is a financial advisor based in California, San Francisco,
with 15 years of experience. Xinyi currently works for
J.p. Morgan Private Wealth Advisors LLC.
Xinyi maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Xinyi Zhang works at J.p. Morgan Private Wealth Advisors LLC
J.p. Morgan Private Wealth Advisors LLC is a financial advisory firm based in San Francisco, California. It currently has approximately $106,195,904,500 of assets under management and employs about 1165 people. J.p. Morgan Private Wealth Advisors LLC uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and portfolio consulting / flat fee.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
2 years
Fee structure
A percentage of assets under your management, fixed fees, performance-based fees and portfolio consulting / flat fee
Office location
111, Pine Street, San Francisco, California, 94111
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