Li Jiang (CRD# 6547566) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Irvine, CA and has over 8 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 |
|---|---|---|---|
| B. Riley Wealth Management | Memphis, TN | Jul 2022 - Current | 1 |
| B. Riley Wealth Advisors, Inc. | Memphis, CA | Nov 2018 - Current | 5 |
| National Securities Corporation | Boca Raton, FL | Mar 2017 - Jul 2022 | 5 |
| Liberty Partners Financial Services, LLC | Bakersfield, CA | Aug 2015 - Feb 2017 | 1 |
| None | West Palm Beach, FL | May 2015 - Aug 2015 | < 1 |
| University Of Florida | Gainesville, FL | Aug 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2015 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2018 |
- CA
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Total Assets Under Management7,645MILLIONS
-
Total Number of Accounts20,038ACCOUNTS
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Average Account Value$381,538
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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