# Lana Xiao

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.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2024-09-17 | present | Yes |
| [SVB WEALTH](https://search.stillhousedata.com/firm/172832) | 2022-02-23 | 2024-08-19 | — |
| [SVB INVESTMENT SERVICES INC.](https://search.stillhousedata.com/firm/168116) | 2021-06-25 | 2022-07-29 | — |
| [SUMMITRY, LLC](https://search.stillhousedata.com/firm/128586) | 2020-11-19 | 2021-06-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6602908)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6602908.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.