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WJ
CFP
WJ
CFP

Weiwei Jin

Ameriprise Financial Services, LLC
24 Years of Experience
Newport News, VA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Weiwei Jin is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Newport News, VA, with 24 years of industry experience. Weiwei is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12908 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

11832 Rock Landing Dr, Ste 204, Newport News, VA, 23606

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Weiwei is an independent insurance broker with John Hancock, selling whole life insurance since 2020. Weiwei also has business ownership in another unspecified business since 2016, dedicating minimal time to it.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2002 - Present · 24 yrs 7 mos
Ameriprise Financial Services, LLC
February 2002 - Present · 24 yrs 8 mos
Ameriprise Financial Services, LLCBroker
February 2002 - Present · 24 yrs 8 mos
Previous Registrations
Ids Life Insurance CompanyBroker
February 2002 - July 2006 · 4 yrs 5 mos
State Registrations17 states
AZCACOFLHIIDILKYMAMDNCOKORPASCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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