Unclaimed
Jianfei Zhu is a financial advisor with Barclays Capital Inc. Jianfei is registered with FINRA and the state of California. Jianfei holds the Series 79, Series 63, and SIE licenses. Jianfei Zhu has been in the industry since 2018. Prior to joining Barclays Capital Inc. Jianfei was employed by NEEDHAM & COMPANY, LLC.
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.
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.
1
2
CA
10/27/2021 - Present
Barclays Capital Inc. (MENLO PARK CA)
CA
05/31/2018 - 09/20/2021
NEEDHAM & COMPANY, LLC (SAN FRANCISCO CA)
BC
Issued 09/22/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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