J.P. Morgan Securities
21yrs
Top advisor by experience in Sierra Madre
7yrs
Randy Wang
Financial advisor at J.P. Morgan Securities
Based in Sierra Madre, California, Randy Wang is a fiduciary financial advisor with 7 years of industry experience. Randy joined J.P. Morgan Securities in 2022, after three years at Merrill. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 5 advisors with offices in Sierra Madre, and one of 4 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office25 W. Sierra Madre Blvd., Sierra Madre, CA 91024
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.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowJ.P. Morgan Securities LLCCurrent firm
- 2019 – 2022MerrillPreviously
Contact Randy
(800) 999-2000Firm headquarters in New York, NY. Ask for Randy. 25 W. Sierra Madre Blvd.Sierra Madre, CA 91024Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Randy
Tailored to Randy’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 Randy
How do I contact Randy?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Randy Wang. Randy works from the Sierra Madre, CA office.
How long has Randy been a financial advisor?
Randy has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Randy hold?
Series 66. Tap any license on this page to see what it allows.
Is Randy a fiduciary?
Randy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Randy paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Randy 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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