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YZ

Yingbi Zheng

JPMORGAN DISTRIBUTION SERVICES
Columbus, OH 43240
Some features on this profile are disabled
CRD#: 6418868
YZ

Professional summary

Yingbi Zheng is a registered financial professional currently at JPMORGAN DISTRIBUTION SERVICES, INC. located in Columbus, Ohio and J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. located in Columbus, Ohio.

Yingbi is registered as a RR (Registered Representative) and started their career in finance in 2016. Yingbi has worked at 2 firms and has passed the SIE, Series 99 and Series 27 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Yingbi Zheng's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 20, 2016 - Present

JPMORGAN DISTRIBUTION SERVICES, INC.

Office #1: 1111 Polaris Pkwy, Columbus, OH 43240
BD
CRD#: 104234
Columbus, OH
Current

April 23, 2018 - Present

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

Office #1: 1111 Polaris Parkway, Columbus, OH 43240
BD
CRD#: 102920
Columbus, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 99
Date: 9/20/2016
Operations Professional Examination
Principal/Supervisory Exam
RR
Series 27
Date: 11/26/2022
Financial and Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

JM
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
J. P. MORGAN ADVISORS, INC. | J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. | J.P. MORGAN INSTITUTIONAL INVESTMENTS | J.P. MORGAN

CRD#: 102920 / SEC#: 801-64031, 8-52182

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
383 Madison Avenue, New York, NY 10179
Mailing Address
480 Washington Blvd, Floor 11 Ny1-f019, Jersey City, NJ 07310-1616
Phone number
(201) 595-1958
Established
Delaware since 05/26/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Part 2 Brochures

Direct owners and executive officers

NamePositionCRD#
JPMORGAN ASSET MANAGEMENT HOLDINGS INC.STOCKHOLDER
DONOHUE, JOHN THOMASDIRECTOR2372302
HOFFMANN, JAMES ARTHURCHIEF ADMINISTRATIVE OFFICER1949574
KLOZA, KEVINCHIEF COMPLIANCE OFFICER2188958
LEKSTUTIS, CARMINECHIEF LEGAL OFFICER6990745
LISHER, ANDREAPRESIDENT AND DIRECTOR4493750
MACHULSKI, MICHAEL RICHARDDIRECTOR4726972
SANZONE, JOSEPH FRANKDIRECTOR6581797
STRIFE, LOREN TPRINCIPAL FINANCIAL AND OPERATIONS OFFICER5393453

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

CRD#: 102920Columbus, OH 43240

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