ADVISOR BIO

Jing Sun is an investment advisor representative with J.P. Morgan Securities LLC. Jing has been in the industry since 2017 and has experience with a variety of firms, including CAROFIN, LLC and Clear Mortgage Capital, Inc. Jing holds both Series 66 and Series 65 licenses and is registered in several states. Jing is also active in the real estate industry.

SPECIALIZATIONS

ADVISOR BIO

Jing Shi is a financial professional with experience in the financial services industry. Jing is currently registered with J.p. Morgan Securities LLC as a registered representative. Jing holds a Series 63 license. Jing also holds the Series 6TO and SIE licenses. Jing is registered in California.

SPECIALIZATIONS

ADVISOR BIO

Jing Jin is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jing has been in the industry since May 14, 2018, and is registered with the state of California. Jing has passed the Series 66, Series 7, and the Securities Industry Essentials Examination. Jing has specialized in providing financial advice to insurance companies, charitable organizations, high net worth individuals, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth. Jing has also worked with banking or thrift institutions and state or municipal government entities. Jing is located in Newport Beach, California.

SPECIALIZATIONS

ADVISOR BIO

Jing Li is a financial advisor registered with Transamerica Financial Advisors, Inc. and is currently located at 867 AMERICAN STREET, SUITE 200 in San Carlos, CA. Jing Li has been in the industry since 2006 and has experience with World Group Securities, Inc. and Citigroup Global Markets Inc. Jing Li is a licensed Series 6, Series 26, and Series 63 representative. Jing Li specializes in portfolio management for individuals and the selection of other advisors.

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ADVISOR BIO

Jing Guo is a financial advisor with UBS Financial Services Inc. Jing Guo is a registered representative in California. Jing Guo has over 2 years of experience in the financial services industry. Jing Guo is registered with the state of California as a broker-dealer. She is also registered as an Investment Advisor Representative. Jing Guo has passed the Series 7TO, Series 63 and Series 66 exams. Jing Guo is also a licensed real estate salesperson. She is able to provide investment advice and financial planning services to individuals and businesses.

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ADVISOR BIO

Jing Wang is a financial advisor at Morgan Stanley. Jing is registered with FINRA and has a Series 7TO, Series 66, and SIE license. Jing has been in the industry since 2022, previously working at UBS Financial Services Inc. Jing currently holds licenses in 28 states. Jing specializes in working with insurance companies, investment companies, charitable organizations, high net worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth.

SPECIALIZATIONS

ADVISOR BIO

Jing Gao is a financial advisor with Transamerica Financial Advisors, Inc. Jing has been in the financial industry since 2009. Jing is licensed to offer investment advice in California and has offices in Anaheim, CA. Jing has a Series 6, Series 63 and SIE licenses.

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ADVISOR BIO

Jing Liu is a financial professional with over 15 years of experience in the industry. Jing has been with Charles Schwab & CO., Inc. since 2008 and is registered with the firm as a Registered Representative and Investment Adviser Representative in California. Jing previously worked at MORGAN STANLEY & CO., INCORPORATED, where Jing was registered as a Registered Representative in California. Jing holds a variety of licenses including Series 7, Series 9, Series 10, Series 31, and Series 63. Jing provides financial planning and investment advice to individuals and families. Jing is also a Wrap Fee Program sponsor and offers financial planning advisor referral services.

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ADVISOR BIO

Jing Zhou Lin is a financial advisor at Fidelity Personal And Workplace Advisors. Jing Lin has been working in the financial industry since October 2019. Jing Lin is registered to provide investment advice in California.

SPECIALIZATIONS

ADVISOR BIO

Jing Liu is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., based in South Pasadena, California. Jing has been in the financial services industry for over 15 years and holds both Series 6 and Series 66 licenses, along with a Series 7TO license. Jing has experience providing financial services to individuals, high-net-worth individuals, corporations, and charitable organizations. In addition to investment advisory services, Jing can provide services related to pension consulting, educational seminars, and selection of other advisors.

SPECIALIZATIONS