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Lijun Shi

Globalink Wealth Management, LLC

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About Lijun Shi

Lijun Shi is a financial advisor with Globalink Wealth Management, LLC, a firm that offers various investment advisory services, including financial planning, portfolio management, and educational seminars. Lijun has been in the securities industry since 2013. They are registered with the Financial Industry Regulatory Authority (FINRA) and hold the Series 6, 7, 63, and 66 licenses. Lijun's previous experience was with J.P. Morgan Securities LLC. Prior to that, they worked with JPMorgan Chase Bank. Lijun also holds the Series SIE license.

Firm Information

Lijun Shi is currently registered with Globalink Wealth Management, LLC. Globalink Wealth Management, LLC is an investment advisor with 3 licensed agents. The firm manages $3,735,175 in assets for 15 clients. The firm provides financial planning, publishes periodicals, selects other advisors, and manages portfolios for individuals, businesses, and investment companies. The firm primarily serves high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

$3.74M

Assets Under Management

Not reported

Total Clients

7

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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.

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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Lijun Shi’s Registration & Firm History

CA

04/03/2024 - Present

Globalink Wealth Management, LLC (PASADENA CA)

CA

04/01/2013 - 01/03/2023

J.P. MORGAN SECURITIES LLC (IRVINE CA)

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Licenses & Designations

BOTH

Issued 05/16/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/08/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/08/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/29/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lijun Shi.
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