Jiahang LiCRD 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.
Monetary Management Corporation
Perigon Wealth Management, LLC
Lowery Thomas, LLC
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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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