Zhujie Lu (CRD# 7193668) is an Investment Advisor Representative working at Wave Digital Assets LLC in Los Angeles, CA and has over 4 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 |
|---|---|---|---|
| Wave Financial Group, LLC | Los Angeles, CA | Aug 2020 - Current | 3 |
| Mutual Of Omaha Investor Services | Los Angeles, CA | Oct 2019 - Aug 2020 | < 1 |
| Mutual Of Omaha Insurance Company | Los Angeles, CA | Oct 2019 - Aug 2020 | < 1 |
| University Of California Santa Barbara | Santa Barbara, CA | Sep 2015 - Sep 2019 | 4 |
| Unemployed | Faribault, MN | Jun 2015 - Sep 2015 | < 1 |
| Shattuck St Mary's School | Faribault, MN | Sep 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2019 |
| S63 | Uniform Securities State Law Examination | Jul 2020 |
- CA
-
Total Assets Under Management336MILLIONS
-
Total Number of Accounts31ACCOUNTS
-
Average Account Value$10,833,684
- A percentage of assets under your management
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA
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