Shuru Han (CRD# 7029656) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Marino, CA and has over 5 years of experience in the finance industry.
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 2485305
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5619105
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | San Marino, CA | Sep 2020 - Current | 3 |
| Jpmorgan Chase Bank, N.a. | San Marino, CA | Sep 2018 - Sep 2020 | 2 |
| California State University, Fullerton | Fullerton, CA | Aug 2014 - May 2019 | 4 |
| Cathay Bank | Alhambra, CA | Dec 2017 - May 2018 | < 1 |
| Bead Galaxy | San Gabriel, CA | Jan 2013 - Apr 2018 | 5 |
| Jpmorgan Chase Bank, N.a. | Temple City, CA | Dec 2014 - Feb 2017 | 2 |
| Aeropostale Inc. | Arcadia, CA | Nov 2014 - Dec 2014 | < 1 |
| Unemployed | El Monte, CA | Jul 2014 - Jul 2014 | < 1 |
| Rosemead High School | Rosemead, CA | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2020 |
- CA
- TX
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
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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