A complete list of active advisors currently associated with JW Golden Gate Investment, LLC

Warmer can help you find a great advisor at JW Golden Gate Investment, LLC or one who fits your needs even better.

JW Golden Gate Investment, LLC provides ongoing portfolio management to individuals and high‑net‑worth individuals, offering client‑specific Investment Policy Statements, asset allocation, security selection and regular portfolio monitoring. The firm focuses its advice primarily on mutual funds, equities and exchange‑traded funds and delivers both discretionary and non‑discretionary services. The firm’s investment process combines charting, cyclical, fundamental and technical analysis and is implemented with a long‑term trading approach; risk tolerances and time horizons are documented and accounts are reviewed at least quarterly. JGGIL typically seeks discretionary authority to execute transactions and states policies intended to allocate investment opportunities fairly among clients. Noteworthy aspects include that the principal is also a registered representative of LPL Financial and an independent licensed insurance agent, and the brochure discloses that representatives may receive commissions or insurance compensation for recommended products — conflicts the firm says it documents and discloses to clients. The firm requires clients to use a specific broker‑dealer/custodian (LPL), may receive soft‑dollar research or other benefits from that custodian, and does not aggregate trades across client accounts, all operational features that can affect trade execution and give rise to potential conflicts of interest.

To learn more about the advisors currently working at JW Golden Gate Investment, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Qian Wang	Fremont, CA	29

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