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Wen Yin Jiang

Archer Investment Corp.

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About Wen Yin Jiang

Wen Yin Jiang is an investment advisor representative who has been in the industry for over 20 years. Wen Yin Jiang is a licensed investment advisor in Oregon and is registered with Archer Investment Corp. Wen Yin Jiang's previous experience includes H.D. Vest Investment Services, H.D. Vest Investment Securities, Inc., and Creeksside Villa LLC. Wen Yin Jiang has passed the Uniform Investment Adviser Law Examination (Series 65), the Uniform Securities Agent State Law Examination (Series 63), and the Investment Company Products/Variable Contracts Representative Examination (Series 6). Wen Yin Jiang specializes in investment advice for high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. Wen Yin Jiang also has experience in portfolio management for businesses and investment companies.

Firm Information

Wen Jiang is currently registered with Archer Investment Corp.. Archer Investment Corp. is an investment advisor based in Carmel, IN. The firm manages assets for individuals, investment companies, pension plans, and other clients. Archer Investment Corp. provides portfolio management services, as well as pension consulting. They have over 80 investment advisor representatives and manage approximately $749 million in assets.
Archer Investment Corp.

11711 N. COLLEGE AVE

CARMEL, IN 46032

$749.21M

Assets Under Management

Not reported

Total Clients

75

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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percentage of assets

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

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Wen Jiang’s Registration & Firm History

OR

01/06/2024 - Present

Archer Investment Corp. (PORTLAND OR)

OR

07/09/2007 - 02/15/2008

H.D. VEST INVESTMENT SERVICES (TIGARD OR)

TX

01/13/1997 - 11/16/1998

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

IA

Issued 10/27/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/30/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/07/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wen Yin Jiang.
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