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Advisors / California / Arcadia
7yrs

Ce Shi

Financial advisor at J.P. Morgan Securities

Based in Arcadia, California, Ce Shi is a fiduciary financial advisor with 7 years of industry experience. Ce has been with J.P. Morgan Securities since 2025. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.

One of 83 advisors with offices in Arcadia, and one of 75 fiduciaries.

Arcadia, CA 91007Fiduciary advisor

At a glance

Experience7 years (since 2019)
How that compares ?7 years in the industry
Office700 West Huntington Drive, Arcadia, CA 91007
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 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Mar 2025 – now

Questions to ask Ce

Tailored to Ce’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Ce

How do I contact Ce?

Call J.P. Morgan Securities at (800) 999-2000 and ask for Ce Shi. Ce works from the Arcadia, CA office.

How long has Ce been a financial advisor?

Ce has been in the industry since 2019, about 7 years. 7 years in the industry.

What licenses does Ce hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Ce a fiduciary?

Ce is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Ce paid?

J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Ce 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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