Hailun X. Zheng

JORDAN PARK GROUP LLC

San Francisco, CA 94111

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CRD#: 6802652

Professional summary

Hailun Xi Zheng, who also goes by Hailun Zheng, Helen Hailun Zheng, is a registered financial advisor currently at JORDAN PARK GROUP LLC located in San Francisco, California.

Hailun is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Hailun has worked at 5 firms and has passed the Series 63, Series 7TO, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Hailun Zheng | Helen Hailun Zheng

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) - RIA

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

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

July 30, 2025 - Present

JORDAN PARK GROUP LLC

Office #1: 100 Pine Street Suite 2600, San Francisco, CA 94111

RIA

CRD#: 287755

San Francisco, CA

Past

May 27, 2022 - March 24, 2023

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

SAN JOSE, CA

Past

April 15, 2022 - March 22, 2023

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SAN JOSE, CA

Past

February 14, 2022 - March 26, 2022

J.P. MORGAN SECURITIES LLC

CRD#: 79

AURORA, OH

Past

June 4, 2020 - July 2, 2021

NYLIFE SECURITIES LLC

CRD#: 5167

Independence, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JORDAN PARK GROUP LLC

JORDAN PARK GROUP LLC | JPGCO LLC

CRD#: 287755 / SEC#: 801-110062

RIA

Registered Investment Advisory firm - (3/7/2017 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/30/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/21/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/20/2022

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 6/4/2020

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 5/4/2020

Securities Industry Essentials Examination

Current Firm

JORDAN PARK GROUP LLC

JORDAN PARK GROUP LLC | JPGCO LLC

CRD#: 287755 / SEC#: 801-110062

RIA

Registered Investment Advisory firm - (3/7/2017 Approved)

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Contact information

Main Address

100 Pine Street Suite 2600, San Francisco, CA 94111

Mailing Address

Phone number

(415) 417-3000

Established

Firm type

Fiscal year end

# of Employees

137

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ANNUAL PART 2A BROCHURE - JORDAN PARK GROUP LLC (3/28/2025)

Regulatory assets under management

Total Number of Accounts	4,261
AUM (Assets Under Management)	$ 18,116,026,433

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/19/2024	Cover Page	Report
02/13/2024	Cover Page	Report
06/09/2023	Cover Page	Report
03/30/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Hailun X. Zheng

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

J.P. MORGAN SECURITIES LLC

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

JORDAN PARK GROUP LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/21/2020

Series 7TO

Date: 5/20/2022

Series 6TO

Date: 6/4/2020

SIE

Date: 5/4/2020

Current Firm

JORDAN PARK GROUP LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

JORDAN PARK GROUP LLC

TRUST BUT VERIFY

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