Jonathan Wang, financial advisor San Mateo CA
90 score

Jonathan Wang

CRD Number: 6108416
Current Firm: Td Ameritrade, Inc.

Jonathan Wang (CRD# 6108416) is an Investment Advisor Representative working at Td Ameritrade, Inc. in San Mateo, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Td Ameritrade San Mateo, CA Dec 2014 - Current 2
Axa Advisors, LLC New York, NY Apr 2013 - Dec 2014 1
J P Turner & Company LLC Irvine, CA Oct 2011 - Apr 2013 1
Uci Irvine, CA Aug 2006 - Jun 2012 5
Grand Pacific Financing Corp Burlingame, CA Jun 2010 - Sep 2011 1
Torrance H.s. Torrance, CA Jan 2003 - Jun 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Jonathan H. Wang
Phone Number: (800) 669-3900
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
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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