Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wenxuan? Claim Your ProfileWenxuan Zhou is an investment advisor representative at J.P. Morgan Securities LLC, where Wenxuan has been employed since December 2021. Wenxuan is registered with the state of California and New York and has been in the industry since February 2022. Wenxuan has Series 66, Series 7TO and SIE licenses. Wenxuan has experience in a number of industries, including financial services, technology and education. Wenxuan Zhou offers a variety of financial services, including financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Wenxuan also has experience working with high-net-worth individuals, corporations, and charitable organizations.
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
CA
02/28/2022 - Present
J.p. Morgan Securities LLC (San Francisco CA)
BOTH
Issued 02/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/16/2021
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
Not sure Wenxuan Zhou is the right advisor for you? Invested Better is here to help.
