Jervis Wong, financial advisor Highland NY
89 score

Jervis Wong

CRD Number: 6210303
Current Firm: Focused Wealth Management, Inc.

Jervis Wong (CRD# 6210303) is an Investment Advisor Representative working at Focused Wealth Management, Inc. in Highland, NY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Focused Wealth Management, Inc. Highland, NY Mar 2014 - Current 2
Securities America, Inc. Highland, NY Jun 2013 - Current 3
Vastardis Capital Services New York, NY Aug 2010 - May 2013 2
Bny Mellon Brooklyn, NY May 2008 - Aug 2010 2
Emory University Atlanta, GA Aug 2004 - May 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2014
S63 Uniform Securities State Law Examination Mar 2014
Contact Info for Jervis Wong
Phone Number: 845-691-4035
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    442
    MILLIONS
  • Total Number of Accounts
    2,551
    ACCOUNTS
  • Average Account Value
    $173,134
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CT, DC, FL, GA, MA, MD, MI, NC, NJ, NY, OH, PA, TX, VA

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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