Di Wu (CRD# 6901486) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in El Cerrito, CA and has over 6 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | El Cerrito, CA | Feb 2024 - Current | < 1 |
| Jpmorgan Chase Bank, N.a. | El Cerrito, CA | Feb 2024 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Concord, CA | Apr 2021 - Feb 2024 | 2 |
| Bank Of America, N.a. | Concord, CA | Apr 2021 - Feb 2024 | 2 |
| Unemployed | Concord, CA | Mar 2021 - Mar 2021 | < 1 |
| E*trade Securities LLC | San Francisco, CA | May 2020 - Feb 2021 | < 1 |
| E*trade Financial Corp | San Francisco, CA | May 2020 - Feb 2021 | < 1 |
| Harrisdirect LLC | San Francisco, CA | May 2020 - Feb 2021 | < 1 |
| Hsbc Bank Usa, N.a. | New York, NY | Jul 2019 - May 2020 | < 1 |
| Hsbc Securities (usa) Inc. | New York, NY | Jul 2019 - May 2020 | < 1 |
| Unemployed | Concord, CA | Jun 2019 - Jun 2019 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco, CA | Sep 2016 - May 2019 | 2 |
| Bank Of America, N.a. | San Francisco, CA | Sep 2016 - May 2019 | 2 |
| Bank Of America | San Francisco, CA | Aug 2015 - Aug 2016 | 1 |
| Unemployed | San Francisco, CA | Feb 2014 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2018 |
- CA
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, 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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