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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Wen-jun Hwang is a financial advisor with Beacon Pointe Advisors, LLC, a firm based in Newport Beach, CA. Jeffery Wen-jun Hwang has been in the financial services industry since 2006 and has experience working with both individuals and businesses. Jeffery Wen-jun Hwang's expertise includes financial planning, portfolio management and consulting. Jeffery Wen-jun Hwang is also a Certified Financial Planner (CFP).
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting services
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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CA
05/19/2021 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
NC
02/11/2009 - 06/28/2019
PROEQUITIES, INC. (GREENSBORO NC)
NC
08/21/2006 - 12/22/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENSBORO NC)
BOTH
Issued 09/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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