Jiexiong Liu
Jiexiong Liu is a registered investment advisor at World Choice Securities, INC., based in San Antonio, TX, with 17 years of industry experience. Jiexiong is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 43 clients with $27M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
San Antonio, TX
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2015Other Business ActivitiesSells Insurance
Jiexiong is a health insurance agent for Humana Health Insurance and a sales agent for Benefits Mall, selling health insurance and medicare. He is also an associate with Life Marketers, providing life insurance and fixed annuities, dedicating a few hours per week. Additionally, Jiexiong is the President of JMW Technologies, Inc., managing business accounts for minimal time.
Employment History
Current Registrations
World Choice Securities, INC.
World Choice Securities, INC.
World Choice Securities, INC.Broker
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Investment Advisors International, INC.
World Group Securities, INC.Broker
State Registrations2 states
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
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