Mengxi Jia
Advisor at Raymond James (USA) Ltd.
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFA®
Experience Industry experience
1 year
Location
Remote
Raymond James (USA) Ltd.
Multi-team
Total advisors
123Clients per advisor
39 LowAvg AUM per client
$398,183 LowHNW client ratio
7% LowAbout
Mengxi Jia is a CFA® credentialed financial advisor with Raymond James (USA) Ltd. She has four years of experience within the Raymond James group and previously worked at BMO Investments Inc. and Bank of Montreal. Her background also includes roles in securities and credit unions in Canada. Raymond James (USA) Ltd. provides fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, pension plans, and institutional clients. The firm operates as a subsidiary within the larger Raymond James group and emphasizes asset allocation, diversification, and long-term investing through both discretionary and non-discretionary management approaches.
Client services
Based on Raymond James (USA) Ltd.
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Expertise
Based on Raymond James (USA) Ltd.
Wealth management
Passive / index investing
Active portfolio management
Fee options
$0 - $500,000: 2.25% $500,001 - $1,000,000: 1.75% $1,000,001 - $3,000,000: 1.50% $3,000,001 - $5,000,000: 1.25% $5,000,001+: 1.00%
Clients may pay commissions for securities-related products; investment adviser representatives may receive commissions for sales.
Account minimum: $50,000
Most active in
Mengxi J has reported serving >5 clients in these states in the last 12 months.
California
Work history
1 year of industry experience
Raymond James (USA) Ltd.
2024 - Present • 2 years
Toronto, Ontario
Raymond James Ltd.
2022 - Present • 4 years
Toronto, Ontario
Full time student
2022 - 2022 • 1 year
Toronto, Ontario
BMO Investments Inc.
2020 - 2022 • 2 years
Toronto, Ontario
Bank of Montreal
2020 - 2022 • 2 years
Toronto, Ontario
Crosstown Civic Credit Union
2019 - 2020 • 1 year
Winnipeg, Manitoba
Starbucks Canada
2017 - 2019 • 2 years
Winnipeg, Manitoba
TJX Canada - Winners
2016 - 2017 • 1 year
Winnipeg, Manitoba
Donghai Securities Co. Ltd.
2015 - 2018 • 3 years
Luoyang
Disclosures
Disclosures are events advisors must report to regulators, such as customer complaints, regulatory actions, employment separations, bankruptcies, and criminal or civil proceedings. A disclosure may be pending or contested, or settled for business reasons with no admission or finding of wrongdoing.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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