Silicon Private Wealth
40yrs
Top advisor by experience in Fremont
19yrs
Liming Cai
Financial advisor at J.P. Morgan Securities
Liming Cai has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Fremont, California. Liming has been with J.P. Morgan Securities since 2015; before that, Liming spent a year at Chase Investment Services and a year at Banc of America Investment Services. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 139 advisors with offices in Fremont, and one of 128 fiduciaries.
At a glance
Experience19 years (since 2008)
How that compares ?Top 22% by experience at J.P. Morgan Securities
Office46645 Mission Blvd, Fremont, CA 94539
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2015 – nowJ.P. Morgan Securities LLCCurrent firm
- Oct 2012 – Dec 2013J.P. Morgan Securities LLCPreviously
- Mar 2012 – Oct 2012Chase Investment Services Corp.Previously
- Jun 2009 – Dec 2010Chase Investment Services Corp.Previously
- Sep 2008 – Apr 2009Banc of America Investment Services, Inc.Previously
Contact Liming
(800) 999-2000Firm headquarters in New York, NY. Ask for Liming. 46645 Mission BlvdFremont, CA 94539Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Liming
Tailored to Liming’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Liming
How do I contact Liming?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Liming Cai. Liming works from the Fremont, CA office.
How long has Liming been a financial advisor?
Liming has been in the industry since 2008, about 19 years. Top 22% by experience at J.P. Morgan Securities.
What licenses does Liming hold?
Series 66. Tap any license on this page to see what it allows.
Is Liming a fiduciary?
Liming is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Liming paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Liming for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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