Jack Yusheng Lin

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2014 → 12/2023
  Ameriprise Financial Services, Inc.
  Daly City, CA
• 01/2023 → Present
  East West Wealth Management
  San Francisco, CA
• 12/2023 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 12/2023 → Present
  Cetera Investment Advisers Llc
  San Francisco, CA

Previous Registrations

• 2014-09-25 → 2023-12-22
  Ameriprise Financial Services, Llc
  Daly City, CA
• 2012-10-01 → 2014-08-08
  J.P. Morgan Securities Llc
  San Francisco, CA
• 2009-05-02 → 2012-10-01
  Chase Investment Services Corp.
  Lake Elsinore, CA
  Corona, CA
  Redwood City, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
• 2008-02-22 → 2009-05-02
  Wamu Investments, Inc.
  Corona, CA
  Lake Elsinore, CA
  Yucaipa, CA

Exams

• S66 Uniform Combined State Law Examination
  2008-02-15

Other Names

• Jack Yu-Sheng Lin
• Jack Lin