Best Investors Account Sign in
Inactive

Jai Linh Huynh

East West Wealth Advisors LLC

Santa Clara, CA

Pasadena, CA

CRD 4554598

Claim This Profile
Employer firm

East West Wealth Advisors LLC CRD 342776

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
East West Wealth Advisors Llc

135 N. Los Robles Ave. 7Th Floor, Pasadena, CA 91101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-29
  • CA RA
    APPROVED
    Since 2026-07-29

Branch Locations

2350 Mission College Blvd Ste 988, Santa Clara, CA 95054 • United States

135 N. Los Robles Ave. 7Th Floor, Pasadena, CA 91101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bancwest Investment Services San Jose CA 02/2013 07/2023
Bmo Bank Na San Jose CA 02/2013 01/2026
Lpl Financial Llc San Jose CA 07/2023 01/2026
Cetera Investment Services Llc St Cloud MN 01/2026 07/2026
Cetera Investment Advisers Llc Pasadena CA 01/2026 07/2026
East West Wealth Advisors Pasadena CA 07/2026 Present
  • 02/2013 → 07/2023
    Bancwest Investment Services
    San Jose, CA
  • 02/2013 → 01/2026
    Bmo Bank Na
    San Jose, CA
  • 07/2023 → 01/2026
    San Jose, CA
  • 01/2026 → 07/2026
    Cetera Investment Services Llc
    St Cloud, MN
  • 01/2026 → 07/2026
    Pasadena, CA
  • 07/2026 → Present
    East West Wealth Advisors
    Pasadena, CA
Previous Registrations
  • 2026-01-29 → 2026-07-29
    Pasadena, CA
  • 2023-07-19 → 2026-01-30
    Sunnyvale, CA
    Capitola, CA
    Monterey, CA
    San Jose, CA
    San Jose, CA
    San Jose, CA
    Campbell, CA
    Santa Cruz, CA
  • 2013-02-21 → 2023-07-19
    Bancwest Investment Services, Inc.
    San Jose, CA
    San Jose, CA
    Campbell, CA
    San Jose, CA
    Capitola, CA
    Monterey, CA
    Santa Cruz, CA
    San Jose, CA
  • 2012-10-01 → 2013-02-14
    Los Altos, CA
    San Jose, CA
  • 2010-06-14 → 2012-10-01
    Chase Investment Services Corp.
    Portola Valley, CA
    Mountain View, CA
    Los Altos, CA
  • 2008-06-04 → 2010-02-09
    Comerica Securities
    Palo Alto, CA
    Palo Alto, CA
    Palo Alto, CA
    San Jose, CA
Other Businesses

OWNER OF JLP TRAFFIC SOLUTIONS; DRAFTING AND TRAFFIC CONTROL FOR PUBLIC WORKS PROJECTS; ADMINISTRATIVE AND OPERATIONAL SUPPORT FUNCTIONS MOBILE NOTARY SERVICE, NOTARY PUBLIC, 100% OWNER, 3/HRS/WK

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-06-02
  • S66 Uniform Combined State Law Examination
    2008-06-02
Other Names
  • Linh Quoc Huynh

View on SEC IAPD

More in Santa Clara, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor