Musetta Li (CRD# 3234478) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Foster City, CA and has over 24 years of experience in the finance industry. Musetta Li has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Securities, LLC | Foster City, CA | Apr 2017 - Current | 7 |
| Self-employed (rental Property) | San Francisco, CA | Aug 2011 - Current | 12 |
| Schwab Private Client Investment Advisory, Inc. | San Francisco, CA | Jan 2012 - Apr 2017 | 5 |
| Charles Schwab & Company, Inc. | San Francisco, CA | May 1999 - Apr 2017 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2005 |
- CA
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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