Boni Jiang

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2018 → 06/2020
  Biba Guiyang Campus
  Guiyang
• 08/2016 → 01/2018
  Xingfu Academy
  Guiyang
• 07/2020 → 01/2022
  Thrivent Investment Management Inc
  Colorado Springs, CO
• 07/2020 → 12/2020
  Thrivent Financial
  Appleton, WI
• 12/2020 → 01/2022
  Thrivent Financial
  Appleton, WI
• 01/2022 → Present
  Wells Fargo Clearing Services, Llc
  Colorado Springs, CO

Previous Registrations

• 2020-10-02 → 2022-02-04
  Thrivent Investment Management Inc.
  Colorado Springs, CO
  Greenwood Village, CO

Other Businesses

ST. FRANCIS OF ASSISI OF COLORADO SPRINGS; INV. RELATED; COLORADO SPRINGS,CO; FINANCE COUNCIL MEMBER; START DATE 7/01/2023; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO DISCUSS CHURCH BUDGET AND FINANCIAL OPERATIONS. | ST. FRANCIS OF ASSISI CATHOLIC CHURCH OF COLORADO SPRINGS; NOT INV RELATED; COLORADO SPRINGS, CO; FINANCE COMMITTEE MEMBER; 03/2025; 1 HOUR PER MONTH; NO HOURS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2020-10-01

Designations

• Certified Financial Planner