Wenjing He (CRD# 5667900) is an Investment Advisor Representative working at Wen Capital Advisory Group, Inc. in Walnut Creek, CA and has over 14 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wen Capital Advisory Group, Inc. | El Cerrito, CA | Jun 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2009 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management37MILLIONS
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Total Number of Accounts141ACCOUNTS
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Average Account Value$264,474
- A percentage of assets under your management
- Hourly charges
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CA
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