Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Weijian? Claim Your ProfileWeijian Yu is an active advisor with J.P. Morgan Securities LLC. Weijian has over 10 years of experience in the financial services industry, with experience at firms like J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Weijian is registered in 15 states and has passed the Series 63, 66 and SIE exams, and is also a registered representative with FINRA. Weijian specializes in providing financial planning, pension consulting and portfolio management for businesses and individuals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
06/01/2023 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
09/13/2022 - 05/30/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BROOKLYN NY)
NY
02/22/2022 - 06/25/2022
J.P. MORGAN SECURITIES LLC (BROOKLYN NY)
BOTH
Issued 11/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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