Tongjing Wu

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 07/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Jose, CA
• 07/2021 → 05/2023
  University Of Southern California
  Los Angeles, CA
• 02/2020 → 01/2021
  Agricultural Bank Of China
  Hangzhou
• 09/2018 → 01/2020
  Agricultural Bank Of China
  Beijing
• 10/2017 → 08/2018
  Agricultural Bank Of China
  Hangzhou
• 06/2015 → 09/2017
  Agricultural Bank Of China
  Wenzhou
• 06/2022 → 08/2022
  Bank Of America
  San Francisco, CA
• 01/2021 → 06/2021
  Extended Travel
  Hangzhou
• 09/2023 → Present
  Bank Of America, N.A.
  San Jose, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-10-20

Other Names

• Jessica Wu