Lana Xiao is an investment adviser representative (IAR) with state registration records since 2020, appearing at 4 firms. Currently registered with J.P. MORGAN SECURITIES LLC.
| Firm | From | To | Current |
|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | 2024-09-17 | present | Yes |
| SVB WEALTH | 2022-02-23 | 2024-08-19 | — |
| SVB INVESTMENT SERVICES INC. | 2021-06-25 | 2022-07-29 | — |
| SUMMITRY, LLC | 2020-11-19 | 2021-06-17 | — |