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Donald W
Series 63, Series 65
Las Vegas, NV
DNA Financial
Donald Wong Jr. is a financial advisor at DNA Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior work includes roles at Lincoln Financial Securities Corporation and management of his own entities, DWJ LLC and Donald A Wong Jr. Holdings. Outside of advisory work, he owns agencies offering insurance products targeted to sports and entertainment clients. DNA Financial serves individual clients with portfolio management, financial planning, and consulting, combining cyclical and fundamental analysis with modern portfolio theory and quantitative methods. The firm offers subscription-based planning tools alongside traditional advisory services and utilizes a range of investment strategies including options and private placements.
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