Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jia hui? Claim Your ProfileJia hui Wei is an active advisor registered in both California and Texas. Jia hui is currently employed at J.p. Morgan Securities Llc with an office located in San Mateo, CA. Prior to this, Jia hui Wei was employed at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Francisco, CA, HSBC Securities (USA) Inc. in San Francisco, CA, Transamerica Financial Advisors, Inc. in Burlingame, CA, and J.P. Morgan Securities LLC in San Francisco, CA. Jia hui has a strong focus on financial planning, pension consulting, and selection of other advisors.
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
1
2
CA
02/27/2024 - Present
J.p. Morgan Securities LLC (SAN MATEO CA)
CA
01/07/2020 - 04/20/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
10/16/2018 - 11/21/2019
HSBC SECURITIES (USA) INC. (SAN FRANCISCO CA)
CA
03/29/2018 - 09/27/2018
TRANSAMERICA FINANCIAL ADVISORS, INC (BURLINGAME CA)
CA
04/01/2013 - 04/14/2016
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
BOTH
Issued 06/18/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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