Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jianzhong? Claim Your ProfileJianzhong Jiang is a financial professional with over 20 years of experience in the industry. Jianzhong has worked with a variety of firms, including Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Sumridge Partners, LLC. Currently, Jianzhong is a Registered Representative with Raymond James & Associates, Inc. Jianzhong is dedicated to providing clients with personalized financial advice and services to help them achieve their financial goals.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
07/01/2024 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NJ
01/19/2011 - 05/23/2024
SUMRIDGE PARTNERS, LLC (JERSEY CITY NJ 07310 NJ)
NY
06/01/2009 - 06/21/2010
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
NY
04/29/2004 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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