Jiawen YuanCRD Number: 7238526
Current Firm: Morgan Stanley
Jiawen Yuan (CRD# 7238526) is an Investment Advisor Representative working at Morgan Stanley in New York, NY and has 1 year of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
High Mountain Financial Coaching LLC
|Morgan Stanley||New York, NY||Aug 2021 - Current||< 1|
|Alliance Bernstein||New York City, NY||Mar 2020 - Aug 2021||1|
|University Of Waterloo & Wildfrid Laurier University||Waterloo,||Sep 2014 - Dec 2019||5|
|Kung Fu Tea||Waterloo,||Jan 2018 - Oct 2019||1|
|Cibc Private Wealth Management||Chicago, IL||May 2019 - Aug 2019||< 1|
|Cibc Capital Markets||Toronto,||Sep 2018 - Dec 2018||< 1|
|Manulife Private Wealth||Toronto,||Sep 2017 - Dec 2017||< 1|
|Presotea||Waterloo,||Apr 2017 - Aug 2017||< 1|
|Alternative Investment Management Association (aima) Canada||Toronto,||Jan 2017 - Apr 2017||< 1|
|Donovan Insurance Brokers||Waterloo,||Jan 2016 - Apr 2016||< 1|
|Shad Valley International||Waterloo,||Jun 2015 - Dec 2015||< 1|
|Green Sushi||Waterloo,||Jan 2015 - May 2015||< 1|
|St. Benedict Catholic Secondary School||Cambridge,||Sep 2012 - Aug 2014||1|
|Secondary School||Guangzhou,||Jun 2010 - Sep 2012||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2020|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
Total Assets Under Management1,311,935MILLIONS
Total Number of Accounts2,129,899ACCOUNTS
Average Account Value$615,961
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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