WJ
WJ
Wenbo Jiang is a registered investment advisor at Cetera Investment Advisers LLC, based in Pasadena, CA, with 2 years of industry experience. Wenbo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
135 N Los Robles Avenue, Pasadena, CA, 91101
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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
Cetera Investment Advisers LLC
September 2024 - Present · 1 yr 8 mos
Cetera Investment Services LLCBroker
September 2023 - Present · 2 yrs 8 mos
State Registrations4 states
CANVTXVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.