Jimmy Shanggee Wu

Employer firm

Mission Wealth Management, LP CRD 113057

$17.0B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• FAMILY WEALTH MANAGEMENT

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

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

Current Employers

Employment History

• 03/2003 → 05/2026
  Financial Resources Group
  Bellevue, WA
• 05/2026 → Present
  Mission Wealth Management, Lp
  Bellevue, WA

Previous Registrations

• 2016-06-23 → 2026-05-21
  Frg Family Wealth Advisors
  Bellevue, WA
• 2004-05-17 → 2016-11-14
  Financial Resources Group
  Bellevue, WA
• 2001-05-22 → 2002-12-03
  Charles Schwab & Co., Inc.
  Kent, WA

Exams

• S66 Uniform Combined State Law Examination
  2001-05-02
• S63 Uniform Securities Agent State Law Examination
  1995-10-25

Other Names

• Jimmy Shanggee Ng