Jasmine Wu

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 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

• 07/2021 → 11/2021
  Immigration Law Group, Llp
  San Jose, CA
• 07/2021 → 11/2021
  Mathnasium, The Math Learning Center
  San Bruno, CA
• 01/2022 → 05/2025
  New York University
  New York, NY
• 08/2017 → 06/2021
  Homestead High School
  Cupertino, CA
• 08/2014 → 06/2017
  Cupertino Middle School
  Cupertino, CA
• 06/2025 → 11/2025
  Unemployed
  New York, NY
• 11/2025 → Present
  Equitable Advisors, Llc.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-08-16