Years of Experience
5-20+ Years
Arcadia, CA
14 Years Experience
0 Disclosures
ADVISOR BIO
Jianmin Li is an active investment advisor representative registered with the state of California. Jianmin Li is associated with HSBC Securities (USA) Inc. and has been in the industry since February 17, 2011. Jianmin Li is also licensed to conduct investment advisory business in California.
SPECIALIZATIONS
IRVINE, CA
5 Years Experience
0 Disclosures
ADVISOR BIO
Jianming Zang is a registered representative with J.p. Morgan Securities LLC in Irvine, California. Jianming Zang has been in the securities industry since September 8, 2019. Jianming Zang is registered to offer securities in California. Jianming Zang has passed the General Securities Representative Examination (Series 7), the Securities Industry Essentials Examination (SIE), and the Uniform Combined State Law Examination (Series 66). Prior to joining J.p. Morgan Securities LLC, Jianming Zang worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and AIG Financial Network/AGL EMP Dist. Jianming Zang also has experience working at Zhejiang Newland Foods Co. Ltd, Bank of America, N.A., T&M Trading Company, and Diamond Bar Chinese School.
SPECIALIZATIONS
SUNNYVALE, CA
1 Years Experience
0 Disclosures
ADVISOR BIO
Jiao Yan Li is a financial advisor at Fidelity Personal and Workplace Advisors. Jiao Yan Li is licensed in California and Texas as an Investment Advisor Representative. Jiao Yan Li has a total of 25 approved state registrations. Jiao Yan Li is registered with FINRA and holds the Series 7TO, Series 66 and SIE licenses.
SPECIALIZATIONS
ARCADIA, CA
12 Years Experience
0 Disclosures
ADVISOR BIO
Jiaoling Cai is a financial advisor with over 10 years of experience in the industry. She is currently registered with J.P. Morgan Securities LLC in Arcadia, CA. Jiaoling has held previous roles with UnionBanc Investment Services, LLC and Chase Investment Services Corp. She has a broad range of experience, specializing in providing financial advice to high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Jiaoling is committed to providing personalized financial advice and helping her clients achieve their financial goals.
SPECIALIZATIONS
ROWLAND HEIGHTS, CA
5 Years Experience
0 Disclosures
ADVISOR BIO
Jiaqi Peng is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Peng has been in the industry since November 2019. Peng is licensed to conduct business in Arizona, California, Florida, Nevada, Ohio, Oregon, Texas and Washington. Peng offers investment advisory services, including portfolio management for individuals and businesses, and provides educational seminars.
SPECIALIZATIONS
IRVINE, CA
13 Years Experience
1 Disclosures
ADVISOR BIO
Jiaqi Chen is a financial professional with over 10 years of experience in the financial services industry. Jiaqi Chen is currently registered with Cetera Investment Advisers LLC and holds a Series 6, 7, 63, and 66 license. Jiaqi Chen has previously worked with Chase Investment Services Corp. and J.P. Morgan Securities LLC. Jiaqi Chen offers a range of financial planning services including portfolio management, educational seminars, and selection of other advisers.
SPECIALIZATIONS
NEWPORT BEACH, CA
0 Disclosures
ADVISOR BIO
Jiaqi Huang is a registered investment advisor representative with American Fundstars. Jiaqi Huang has been in the securities industry since March 2022. Jiaqi Huang is also a brand manager at Joliejolie. Jiaqi Huang specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Jiaqi Huang is registered with the state of California and works in the Newport Beach office.
SPECIALIZATIONS
BURLINGAME, CA
3 Years Experience
0 Disclosures
ADVISOR BIO
Jiaqian Lian is a financial advisor at Fidelity Personal And Workplace Advisors. Jiaqian has been working in the financial industry since 2017. Jiaqian holds Series 63, 65, and 7 licenses and has experience with a variety of financial products and services. Jiaqian is also a registered Investment Advisor in California.
SPECIALIZATIONS
SAN FRANCISCO, CA
5 Years Experience
0 Disclosures
ADVISOR BIO
Jiarong Wang is a registered representative with J.P. Morgan Securities LLC. Jiarong has been in the industry since February 2020 and holds the Series 63, Series 6TO and SIE licenses. Jiarong is based out of the San Francisco branch office of J.P. Morgan Securities LLC and specializes in portfolio management for individuals, portfolio management for businesses, and financial planning.
SPECIALIZATIONS
SAN FRANCISCO, CA
4 Years Experience
0 Disclosures
ADVISOR BIO
Jiawei Chen is a registered representative with J.p. Morgan Securities LLC in San Francisco, California. Jiawei is a Series 63, Series 6TO and SIE licensed professional. Jiawei has been in the industry since 2021 and is currently active in the financial services industry in California.
SPECIALIZATIONS