JW
JW

Juby Wang

17 Years of Experience
Pasadena, CA
Broker

Juby Wang is a registered investment advisor at Morgan Stanley, based in Pasadena, CA, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

55 South Lake Avenue Pasadena Towers - Tower II, Suite 700, Pasadena, CA, 91101

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Juby is a sole proprietor/owner of a real estate business in Monrovia, California, since November 2020. Juby dedicates minimal time to property management outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
December 2017 - Present · 8 yrs 5 mos
Morgan Stanley
December 2017 - Present · 8 yrs 5 mos
Previous Registrations
UBS Financial Services INC.
February 2016 - December 2017 · 1 yr 10 mos
UBS Financial Services INC.Broker
February 2016 - December 2017 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2014 - February 2016 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2014 - February 2016 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2007 - July 2013 · 5 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2007 - July 2013 · 6 yrs 1 mo
State Registrations26 states
AKAZCACODCDEFLHIILLAMAMDNJNVNYOHORPASCSDTXUTVTVirgin IslandsWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.