John Wu Jr

Employer firm

Family Style Advisors LLC CRD 342407

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2018 → 08/2020
  Bda Partners
  Hong Kong
• 12/2020 → 07/2023
  Davies Financial Advisors
  Murrieta, CA
• 09/2017 → 01/2018
  Bda Partners
  Hong Kong
• 03/2017 → 07/2017
  The Hongkong And Shanghai Banking Corporation
  Hong Kong
• 10/2016 → 02/2017
  Deal N Ship
  Hong Kong
• 09/2013 → 06/2018
  The University Of Hong Kong
  Hong Kong
• 08/2020 → 11/2020
  Unemployed
  West Covina, CA
• 06/2021 → 09/2022
  Commonwealth Financial Network
  Waltham, MA
• 07/2023 → 04/2026
  Charles Schwab & Co., Inc.
  Santa Monica, CA
• 07/2023 → 04/2026
  Charles Schwab Bank, Ssb
  Santa Monica, CA
• 01/2024 → 06/2024
  Td Ameritrade Inc.
  Pasadena, CA
• 04/2026 → Present
  Family Style Advisors Llc
  Alhambra, CA

Previous Registrations

• 2023-09-27 → 2026-05-12
  Charles Schwab & Co., Inc.
  Pasadena, CA
  Santa Monica, CA
  Encino, CA
• 2022-09-28 → 2023-07-26
  Davies Financial Advisors, Inc.
  Murrieta, CA
• 2021-06-23 → 2022-10-03
  Commonwealth Financial Network
  Murrieta, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-08-30
• S65 Uniform Investment Adviser Law Examination
  2021-05-29

Designations

• Certified Financial Planner

Other Names

• John Wu
• John Wu
• John Wujr