Peisan Lin (CRD# 7158091) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Quincy, MA and has over 3 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
J.p. Morgan Securities LLC | Quincy, MA | Jun 2021 - Current | 2 |
Jp Morgan Chase Bank, N.a. | Quincy, MA | Jun 2021 - Current | 2 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston, MA | Jul 2019 - Jun 2021 | 1 |
Bank Of America, N.a. | Boston, MA | Jul 2019 - Jun 2021 | 1 |
Homemaker | Hingham, MA | Jan 2019 - Jun 2019 | < 1 |
Crate And Barrell | Hingham, MA | Jul 2018 - Dec 2018 | < 1 |
Td Bank | Quincy, MA | Sep 2017 - Oct 2018 | 1 |
Gap Inc. | Braintree, MA | Apr 2016 - Aug 2017 | 1 |
Homemaker | Brookline, MA | Aug 2015 - Mar 2016 | < 1 |
Herb Chambers Bmw | Boston, MA | Jul 2014 - Jul 2015 | 1 |
Homemaker | Brookline, MA | Jun 2011 - Jun 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2020 |
- RI
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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