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Qian W
Series 63, Series 65
Fremont, CA
JW Golden Gate Investment, LLC
Qian Wang is a financial advisor with JW Golden Gate Investment, LLC, holding Series 63 and Series 65 licenses and over 29 years of industry experience. He has been with JW Golden Gate Investment since 2020 and has prior experience at LPL Financial, LLC since 2007. Outside of advisory work, Wang is also engaged as a software programmer and has experience as a personal assistant and health assistant. JW Golden Gate Investment, LLC provides portfolio management services to individuals and high-net-worth clients, focusing on client-specific investment policy statements, asset allocation, and regular portfolio monitoring. The firm employs a long-term trading approach based on charting, cyclical, fundamental, and technical analysis, offering both discretionary and non-discretionary services.
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