San Francisco, CA Clement St Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$1,541,041,140,087
ClientsTotal clients
1,791,731
AdvisorsAdvisors at this office
2
Of 25,478 advisors across 3,094 offices
Location
600 Clement St
San Francisco CA 94118
Advisors at this office
2
Advisors at this office
Junjie W
Series 63, Series 66
San Francisco, CA
Merrill
Junjie Wu is a financial advisor at Merrill with five years of industry experience and holds Series 63 and Series 66 licenses. His prior roles include positions at J.P. Morgan Securities LLC, UBS Financial Services, and Bank of America N.A. Outside of finance, Wu works as an independent photographer specializing in portrait and wedding photography. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individuals and institutional clients.
Meiting X
Series 66
San Francisco, CA
Merrill
Meiting Xie is a financial advisor at Merrill with a Series 66 designation and seven years of experience. Prior to joining Merrill in 2019, she worked for Investment Visa Consultants, LLC from 2015 to 2019. Outside of her advisory role, she provides in-home supportive services as a caregiver for elderly individuals. Merrill, together with its affiliate Managed Account Advisors LLC, delivers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a variety of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
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