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Yun Cho Messina

Investment Adviser Representative at J.p. Morgan Securities LLC

Oakland, CACRD #7908063Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Yun Cho Messina is an investment adviser representative with J.p. Morgan Securities LLC in Oakland, CA, where they have been registered since 2026. They have worked in the securities industry since 2025 and have been registered with 3 firms, including Rockefeller Capital Management and Sierra Pacific Financial Advisors. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California.

Office

3005 Broadway
Oakland, CA 94611

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California
Broker:
1 state or territory

California

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 7/9/2026
Series 65
Uniform Investment Adviser Law Examination
Passed 3/29/2024
Series 7
General Securities Representative Examination
Passed 4/9/2025
SIE
Securities Industry Essentials Examination
Passed 4/10/2021

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

J.p. Morgan Securities LLCCurrent
5/22/2026 – Oakland, CA
Rockefeller Capital Management
3/13/2025 – 8/15/2025Walnut Creek, CA
Sierra Pacific Financial Advisors
4/30/2024 – 3/20/2025Pleasanton, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Jpmorgan Chase BANK, N.A.
    May 2026 – no end date reportedOakland, CA
  2. J.p. Morgan Securities LLC
    May 2026 – no end date reportedOakland, CA
  3. Unemployed
    Aug 2025 – May 2026Piedmont, CA
  4. Rockefeller Financial
    Mar 2025 – Jul 2025Walnut creek, CA
  5. Sierra Pacific Financial
    Jun 2021 – Mar 2025Pleasanton, CA
  6. Unemployed
    Nov 2017 – May 2021San Francisco, CA
  7. MUFG Union Bank
    Mar 2017 – Oct 2017San Francisco, CA
  8. HighMark Capital
    Mar 2017 – Oct 2017San Francisco, CA
  9. Unemployed
    May 2016 – Feb 2017San Francisco, CA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About J.p. Morgan Securities LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsInsurance CompaniesCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
13,759
Offices listed on AdvisorFinder:
25
Main office:
New York, NY
SEC file number:
801-3702

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 30, 2026

View full firm profile

Other advisors at J.p. Morgan Securities LLC

Showing 12 of 13,759 in the directory

View J.p. Morgan Securities LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Yun Cho Messina has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Yun Cho Messina (J.p. Morgan Securities) - Advisor Profile