Wells Fargo Advisors
47yrs
Top advisor by experience in Irvine
8yrs
Junru Ma
Financial advisor at J.P. Morgan Securities
Based in Irvine, California, Junru Ma is a fiduciary financial advisor with 8 years of industry experience. Junru has been with J.P. Morgan Securities since 2019. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 1708 advisors with offices in Irvine, and one of 1570 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office17585-A Harvard Ave, Irvine, CA 92614
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.
Career
- 2019 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Junru
(800) 999-2000Firm headquarters in New York, NY. Ask for Junru. 17585-A Harvard AveIrvine, CA 92614Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Junru
Tailored to Junru’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 Junru
How do I contact Junru?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Junru Ma. Junru works from the Irvine, CA office.
How long has Junru been a financial advisor?
Junru has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Junru hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Junru a fiduciary?
Junru is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Junru paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Junru 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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