Jimmy WuCRD Number: 1803884
Current Firm: Foresters Equity Services, Inc.
Jimmy Wu (CRD# 1803884) is an Investment Advisor Representative working at Foresters Equity Services, Inc. in City Of Industry, CA and has over 25 years of experience in the finance industry.
Cg Financial Services
Jst Investment Consulting
Penniall & Associates
|Foresters Equity Services, Inc.||Arcadia, CA||Sep 2009 - Current||7|
|United Alliance Insurance||Arcadia, CA||Feb 2008 - Current||8|
|Ace Diversified Capital Inc.||San Gabriel, CA||Jul 2008 - Sep 2009||1|
|Scf Securities, Inc.||Fresno, CA||Mar 2008 - Jul 2008||< 1|
|Axa Advisors, LLC||Los Angeles, CA||Jun 2005 - Mar 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1990|
|S66||NASAA Uniform Combined State Law Examination||Dec 2005|
Total Assets Under Management11MILLIONS
Total Number of Accounts125ACCOUNTS
Average Account Value$86,354
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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