Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Christopher Wu is an investment advisor representative with Copper Financial. Jake has been in the financial services industry since 2012 and has a strong track record of success in helping clients reach their financial goals. Jake is a registered representative with FINRA and is also registered with the state of New York. Jake has experience working with individuals, families, and businesses. Jake is committed to providing personalized service and helping clients understand their options so they can make informed decisions about their financial future.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Fees from third-party managers to whom we refer business
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
03/01/2022 - Present
Copper Financial (New York NY)
NY
05/24/2017 - 08/28/2020
SANTANDER SECURITIES LLC (New York NY)
NY
09/16/2015 - 04/03/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/08/2012 - 08/10/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
IA
Issued 02/04/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/07/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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