Jiajia Shen (CRD# 7293992) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Arcadia, CA and has over 2 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Arcadia, CA | Aug 2020 - Current | 3 |
| Charles Schwab Bank, Ssb | Arcadia, CA | Aug 2020 - Current | 3 |
| Hsbc Bank | San Marino, CA | Oct 2019 - Aug 2020 | < 1 |
| Unemployed | Arcadia, CA | May 2019 - Sep 2019 | < 1 |
| Boston University | Boston, MA | Aug 2015 - May 2019 | 3 |
| Suzhou Rural Commercial Bank | Suzhou, | Jun 2017 - Aug 2017 | < 1 |
| San Marino High School | San Marino, CA | Aug 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2021 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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