Irvine, CA 15323 Culver Drive Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

4

Of 10,209 advisors across 5,115 offices

Location

15323 Culver Drive

Irvine CA 92604

Advisors at this office

4

Advisors at this office

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Jijun Z

Series 66

Irvine, CA

Cetera

Jijun Zhang is a financial advisor at Cetera with six years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of finance, he co-founded Learnmodernchinese.com, an educational initiative focused on language and culture. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services across a nationwide network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Cindy M

Series 66

Irvine, CA

Cetera

Cindy Mo is a financial advisor at Cetera with 11 years of industry experience. She holds a Series 66 designation and has worked at Cetera since 2017. Her prior experience includes roles at LPL Financial, Merrill, Bank of America, and Cathay Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and services, supported by a large network of over 10,000 advisors and more than $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jiaqi C

Series 63, Series 66

Irvine, CA

Cetera

Jiaqi Chen is a financial advisor at Cetera with 14 years of industry experience. Chen holds Series 63 and Series 66 designations and has been associated with Cetera and CTBC Bank in various capacities since 2013. Outside of advisory roles, Chen owns Jahh Capital Investment LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to affiliated and third-party managers across multiple program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Christina C

Series 66

Irvine, CA

Cetera

Christina Chang is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. She has worked with Cetera and related entities since 2022 and previously spent four years at East West Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individual investors, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with extensive program options and affiliations.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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