Irvine, CA 15333 Culver Dr Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$245,376,655,958
ClientsTotal clients
801,652
AdvisorsAdvisors at this office
2
Of 10,209 advisors across 5,115 offices
Location
15333 Culver Dr
Irvine CA 92604
Advisors at this office
2
Advisors at this office
Zheng W
Series 65, Series 63
Irvine, CA
Cetera
Zheng Wang is a financial advisor at Cetera with Series 65 and Series 63 credentials and three years of industry experience. Prior to joining Cetera, he held roles at JPMorgan Chase Bank and J.P. Morgan Securities, as well as positions in asset management and retail sectors. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm supports a broad range of program structures and investment strategies across a nationwide network of over 10,000 advisors.
Jin H
Series 63, Series 66
Irvine, CA
Cetera
Jin He is a financial advisor at Cetera with six years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at East West Bank, JPMorgan Chase Bank, J.P. Morgan Securities, Merrill, Bank of America, and Uber. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services and operates as a multi-manager platform, supporting discretionary and non-discretionary advisory programs with significant assets under management.
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