Jiahang Li, financial advisor San Mateo CA

Jiahang Li

CRD Number: 6373383
Current Firm: Charles Schwab & Company, Inc.

Jiahang Li (CRD# 6373383) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Mateo, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank, Ssb San Mateo, CA Oct 2021 - Current < 1
Charles Schwab & Company, Inc. San Mateo, CA Oct 2021 - Current < 1
Wells Fargo Clearing Services, LLC Fremont, CA Nov 2016 - Oct 2021 4
Wells Fargo Bank Na Fremont, CA Jan 2011 - Oct 2021 10
Wells Fargo Advisors LLC Fremont, CA Jul 2014 - Nov 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2014
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Jiahang Li
Phone Number: 415-667-7000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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