Wells Fargo Advisors
47yrs
Top advisor by experience in Irvine
New
Devon Huang
Financial advisor at J.p. Morgan Securities
At a glance
ExperienceNew to the profession (since Apr 2026)
How that compares ?New to the profession
Office3 Park Plaza Suite 700, Irvine, CA 92614
How the firm is paid ?Percent of assets, Other
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.
Uniform Combined State Law Examination
Career
- Apr 2026 – nowJ.p. Morgan Securities LLCCurrent firm
Questions to ask Devon
Tailored to Devon’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Devon
How do I contact Devon?
Call J.p. Morgan Securities at 800-999-2000 and ask for Devon Huang. Devon works from the Irvine, CA office.
How long has Devon been a financial advisor?
Devon is new to the profession, registered since Apr 2026, and holds 1 license.
What licenses does Devon hold?
Series 66. Tap any license on this page to see what it allows.
Is Devon a fiduciary?
Devon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Devon paid?
J.p. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Devon for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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