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Nan Jiang

Columbia Management Investment Distributors, Inc.

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About Nan Jiang

Nan Jiang is a registered representative with Columbia Management Investment Distributors, Inc. Nan holds the Series 7TO and SIE licenses. Nan has previous experience as a registered representative with MORNINSTAR INVESTMENT SERVICES LLC and AMUNDI DISTRIBUTOR US, INC.

Firm Information

Nan Jiang is currently registered with Columbia Management Investment Distributors, Inc.. Columbia Management Investment Distributors, Inc. is a corporation formed in April 1978. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in at least one civil event.

Not reported

Assets Under Management

Not reported

Total Clients

41

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.

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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Nan Jiang’s Registration & Firm History

MA

04/08/2024 - Present

Columbia Management Investment Distributors, Inc. (BOSTON MA)

IL

11/01/2023 - 03/15/2024

MORNINGSTAR INVESTMENT SERVICES LLC (CHICAGO IL)

MA

01/13/2020 - 09/23/2022

AMUNDI DISTRIBUTOR US, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 01/13/2020

Series 7TO - General Securities Representative Examination

BC

Issued 01/13/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nan Jiang.
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