Yu Jiang is a registered investment advisor at Morgan Stanley, based in St. Paul, MN, with 8 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
380 Saint Peter Street, Suite 1000, St. Paul, MN, 55102
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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 →Employment History
Current Registrations
Morgan StanleyBroker
July 2023 - Present · 2 yrs 10 mos
Morgan Stanley
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Raymond James & Associates, INC.Broker
January 2022 - July 2023 · 1 yr 6 mos
Raymond James & Associates, INC.
January 2022 - July 2023 · 1 yr 6 mos
Wells Fargo Clearing Services, LLC
March 2019 - January 2022 · 2 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
January 2019 - January 2022 · 3 yrs
Wells Fargo Funds Distributor, LLCBroker
March 2017 - August 2018 · 1 yr 5 mos
State Registrations35 states
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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.