Jefferey Zhu, financial advisor Orange CA

Jefferey Zhu

CRD Number: 6633679
Current Firm: Mwa Financial Services, Inc.

Jefferey Zhu (CRD# 6633679) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Orange, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Mwa Financial Services Inc. Rock Island, IL Apr 2016 - Current 4
Modern Woodmen Of America West Covina, CA Jan 2015 - Current 5
Unemployed San Diego, CA Jun 2014 - Dec 2014 < 1
University Of San Diego University Center Operations San Diego, CA Feb 2011 - May 2014 3
University Of San Diego San Diego, CA Aug 2010 - May 2014 3
Precision Engine Controls San Diego, CA Apr 2012 - Oct 2013 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2016
S65 NASAA Investment Advisors Law Examination May 2020
Contact Info for Jefferey Zhu
Phone Number: 309-558-3100
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    27
    MILLIONS
  • Total Number of Accounts
    161
    ACCOUNTS
  • Average Account Value
    $166,955
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, LA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

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