Peiji Liang, financial advisor Los Angeles CA

Peiji Liang

CRD Number: 7357418
Current Firm: J.p. Morgan Securities LLC

Peiji Liang (CRD# 7357418) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Los Angeles, CA and has over 2 years of experience in the finance industry.

Similar Advisors
Brandon Averill, financial advisor Los Angeles CA
Brandon L. Averill
CRD# 5781614
Awm Capital, LLC
Similar Advisors
John Defonso, financial advisor Los Angeles CA
John P. Defonso
CRD# 6406556
Aqua Capital Advisors
Similar Advisors
Jason Stein, financial advisor Los Angeles CA
Jason A. Stein
CRD# 6232434
Bluepoint Wealth Advisors
Company Name Location Dates Years
Jpmorgan Chase Bank, N.a. Westlake Village, CA Mar 2021 - Current 3
Jpmorgan Securities LLC Westlake Village, CA Mar 2021 - Current 3
Unemployed Atlanta, GA Jun 2020 - Feb 2021 < 1
Indiana University Bloomington Bloomington, IN Aug 2016 - May 2020 3
Jp Morgan Chase Hong Kong, Jun 2019 - Aug 2019 < 1
Porsche Cars North America Atlanta, GA Jun 2017 - Aug 2017 < 1
Unemployed Atlanta, GA Mar 2011 - Jul 2016 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2021
Contact Info for Peiji Liang
Phone Number: 800-999-2000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    249,731
    MILLIONS
  • Total Number of Accounts
    1,034,072
    ACCOUNTS
  • Average Account Value
    $241,502
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.