ESI Financial Advisors
32yrs
Top advisor by experience in Alhambra
7yrs
Mingming Zhang
Financial advisor at J.P. Morgan Securities
Mingming Zhang has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Alhambra, California. After three years at Merrill, Mingming joined J.P. Morgan Securities in 2022, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.
One of 43 advisors with offices in Alhambra, and one of 42 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office401 E. Valley Blvd., Alhambra, CA 91801
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 Mingming
(800) 999-2000Firm headquarters in New York, NY. Ask for Mingming. 401 E. Valley Blvd.Alhambra, CA 91801Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Mingming
Tailored to Mingming’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 Mingming
How do I contact Mingming?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Mingming Zhang. Mingming works from the Alhambra, CA office.
How long has Mingming been a financial advisor?
Mingming has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Mingming hold?
Series 66. Tap any license on this page to see what it allows.
Is Mingming a fiduciary?
Mingming is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mingming paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Mingming 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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