Jeffrey Wu (CRD# 4894325) is an Investment Advisor Representative working at Red Crane Wealth Management, LLC in Palo Alto, CA and has over 19 years of experience in the finance industry. Jeffrey Wu has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Red Crane Wealth Management, LLC | San Francisco, CA | Jul 2016 - Current | 7 |
| Ameriprise Financial Services, Inc. | San Francisco, CA | Jan 2005 - Jul 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2005 |
- CA
- TX
-
Total Assets Under Management106MILLIONS
-
Total Number of Accounts421ACCOUNTS
-
Average Account Value$251,791
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA
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