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Kenneth Junwei Wong

Blackrock Investment Management, LLC

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About Kenneth Junwei Wong

Kenneth Wong is a registered investment advisor representative with Blackrock Investment Management, LLC. Kenneth has been in the securities industry since 2010. Kenneth has Series 3, 63, 66 and 7 licenses. Kenneth is registered with the state of New Jersey and the state of New York. Kenneth has been employed with BlackRock since 2017. Kenneth was previously employed by Cantor Fitzgerald & Co. from 2015 to 2016 and J.P. Morgan Securities LLC from 2010 to 2013.

Firm Information

Kenneth Wong is currently registered with Blackrock Investment Management, LLC. Blackrock Investment Management, LLC is an investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer selection of other advisors services. Blackrock Investment Management, LLC is registered with the SEC and has offices in PRINCETON, NJ.
Blackrock Investment Management, LLC

1 UNIVERSITY SQUARE DRIVE

PRINCETON, NJ 08540

$458.19B

Assets Under Management

73

Total Clients

646

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kenneth Wong’s Registration & Firm History

NY

08/06/2021 - Present

Blackrock Investment Management, LLC (New York NY)

NY

07/14/2015 - 09/20/2016

CANTOR FITZGERALD & CO. (NEW YORK NY)

NY

12/22/2010 - 09/07/2013

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 01/11/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/07/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/07/2020

Series 3 - National Commodity Futures Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kenneth Junwei Wong.
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