Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Yenlian Fang is a licensed securities professional with over 17 years of experience in the financial services industry. Jerry is currently registered with J.P. Morgan Securities LLC as a Registered Representative and Investment Banking Representative. Previously, Jerry was affiliated with Wells Fargo Investments, LLC. Jerry holds the Series 7, 63, 66, and SIE securities licenses, and the Series 79TO license. Jerry is registered to provide securities and investment advisory services in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
CA
09/22/2023 - Present
J.p. Morgan Securities LLC (LOS ANGELES CA)
CA
03/28/2006 - 06/02/2010
WELLS FARGO INVESTMENTS, LLC (MARINA DEL REY CA)
BC
Issued 11/02/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/09/2023
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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