Andrew Wang

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 02/2021 → 12/2021
  Charles Schwab & Co., Inc.
  Westlake, TX
• 12/2015 → 09/2016
  A.C.E. Tutoring Services, Inc.
  Riverside, CA
• 05/2019 → 03/2020
  Ucsc Learning Technologies, It
  Santa Cruz, CA
• 01/2019 → 06/2019
  Ucsc Learning Technologies, It
  Santa Cruz, CA
• 06/2020 → 08/2020
  Charles Schwab & Co., Inc.
  Oakland, CA
• 02/2021 → 12/2021
  Charles Schwab Bank, Ssb
  Westlake, TX
• 09/2013 → 06/2017
  Riverside Stem High School
  Riverside, CA
• 09/2017 → 12/2020
  University Of California, Santa Cruz
  Santa Cruz, CA
• 01/2022 → Present
  J.P. Morgan Securities Llc
  Irvine, CA
• 01/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Irvine, CA
• 07/2017 → 08/2017
  Unemployed
  Riverside, CA
• 01/2021 → 01/2021
  Unemployed
  Riverside, CA

Previous Registrations

• 2021-10-26 → 2022-01-03
  Charles Schwab & Co., Inc.
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2021-10-26

Other Names

• Andrew Wei Wang
• Andrew Wang