Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ruxian? Claim Your ProfileRuxian Gong is a financial advisor registered in Maryland. Ruxian is affiliated with Glass Jacobson Wealth Advisors. Ruxian has over 10 years of experience in the financial services industry. Ruxian holds Series 3, 7TO, and 66 licenses. Ruxian's previous employers include Merrill Lynch, Edward Jones and Wells Fargo Clearing Services. Ruxian's firm, Glass Jacobson Wealth Advisors, is a registered investment advisor with over $817 million in assets under management. The firm specializes in financial planning, portfolio management, and pension consulting.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Referral fees; revenues from educational product sales
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MD
02/02/2024 - Present
Glass Jacobson Wealth Advisors (OWINGS MILLS MD)
VA
06/29/2023 - 11/08/2023
WELLS FARGO CLEARING SERVICES, LLC (STERLING VA)
VA
06/09/2020 - 11/25/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALEXANDRIA VA)
VA
06/15/2019 - 02/12/2020
EDWARD JONES (SPRINGFIELD VA)
BOTH
Issued 08/08/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2022
Series 3 - National Commodity Futures Examination
BC
Issued 06/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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