Nan Jiang

Employer firm

Columbia Management Investment Advisers, LLC CRD 108257

$502B regulatory AUM 142 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• ASSET LIABILITY MANAGEMENT, CREDIT ANALYSIS & ASSET ALLOCATION SVCS

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

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

Current Employers

Employment History

• 09/2019 → 09/2022
  Amundi Pioneer Asset Management
  Boston, MA
• 06/2011 → 08/2019
  Wells Fargo Asset Management
  Boston, MA
• 09/2022 → 03/2024
  Morningstar Investment Management Llc
  Chicago, IL
• 03/2024 → Present
  Columbia Management Investment Distributors, Inc.
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2025-01-22