Wen Jiang, financial advisor Portland OR

Wen Jiang

CRD Number: 2828808
Current Firm: Archer Investment Corporation

Wen Jiang (CRD# 2828808) is an Investment Advisor Representative working at Archer Investment Corporation in Portland, OR and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Archer Investment Corporation Indianapolis, IN Sep 2014 - Current 9
Creekside Villa LLC Portland, OR Mar 2000 - Current 24
Wen Jiang & Co Pc Tigard, OR May 1995 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2007
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Wen Y. Jiang
Phone Number: 317-581-5664
Registered State(s):
By the Numbers
  • Total Assets Under Management
    749
    MILLIONS
  • Total Number of Accounts
    3,810
    ACCOUNTS
  • Average Account Value
    $196,642
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI

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