LPL Enterprise
36yrs
Top advisor by experience in City Of Industry
11yrs
Like Wu
Financial advisor at J.P. Morgan Securities
Based in City Of Industry, California, Like Wu is a fiduciary financial advisor with 11 years of industry experience. Like joined J.P. Morgan Securities in 2019, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 26 advisors with offices in City Of Industry, and one of 24 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?More experience than 56% of advisors at J.P. Morgan Securities
Office17247 Colima Rd, City Of Industry, CA 91748
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
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.
Career
- 2019 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Like
(800) 999-2000Firm headquarters in New York, NY. Ask for Like. 17247 Colima RdCity Of Industry, CA 91748Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Like
Tailored to Like’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 Like
How do I contact Like?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Like Wu. Like works from the City Of Industry, CA office.
How long has Like been a financial advisor?
Like has been in the industry since 2015, about 11 years. More experience than 56% of advisors at J.P. Morgan Securities.
What licenses does Like hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Like a fiduciary?
Like is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Like paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Like 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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