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Jimmy Qian

Sax Wealth Advisors, LLC

Parsippany, NJ

Tampa, FL

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Current Employers
Sax Wealth Advisors, Llc

389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-03
NJ RA APPROVED 2025-05-15
  • FL RA
    APPROVED
    Since 2025-12-03
  • NJ RA
    APPROVED
    Since 2025-05-15

Branch Locations

389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States

Tampa, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc New York NY 06/2023 10/2023
The University Of Texas At Austin Austin TX 08/2019 05/2023
Independent Investment Bankers Corporation Austin TX 01/2020 05/2020
Scalar Gauge Fund Lp Dallas TX 06/2020 10/2020
Westlake Securities Austin TX 01/2020 05/2020
Lrt Capital Management Austin TX 06/2021 08/2021
J.P. Morgan Securities Llc New York NY 09/2022 05/2023
Jp Morgan New York NY 06/2022 08/2022
Unemployed Plano TX 08/2018 07/2019
Vs Industry Zhuhai 06/2018 07/2018
Unemployed Plano TX 06/2013 05/2018
Sax Wealth Advisors, Llc Parsippany NJ 10/2024 Present
Unemployed New York NY 10/2023 10/2024
  • 06/2023 → 10/2023
    J.P. Morgan Securities Llc
    New York, NY
  • 08/2019 → 05/2023
    The University Of Texas At Austin
    Austin, TX
  • 01/2020 → 05/2020
    Independent Investment Bankers Corporation
    Austin, TX
  • 06/2020 → 10/2020
    Scalar Gauge Fund Lp
    Dallas, TX
  • 01/2020 → 05/2020
    Westlake Securities
    Austin, TX
  • 06/2021 → 08/2021
    Lrt Capital Management
    Austin, TX
  • 09/2022 → 05/2023
    J.P. Morgan Securities Llc
    New York, NY
  • 06/2022 → 08/2022
    Jp Morgan
    New York, NY
  • 08/2018 → 07/2019
    Unemployed
    Plano, TX
  • 06/2018 → 07/2018
    Vs Industry
    Zhuhai
  • 06/2013 → 05/2018
    Unemployed
    Plano, TX
  • 10/2024 → Present
    Sax Wealth Advisors, Llc
    Parsippany, NJ
  • 10/2023 → 10/2024
    Unemployed
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-05
  • S65 Uniform Investment Adviser Law Examination
    2025-05-05
Other Names
  • Jimmy Hong Qian

View on SEC IAPD

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Other Offices

HENNION & WALSH ASSET MANAGEMENT, INC. · PARSIPPANY, NJ
M.K. BYRNE & CO. LLC · PARSIPPANY, NJ
CORE PLANNING · Parsippany, NJ
LPL FINANCIAL LLC · PARSIPPANY, NJ
FGH INVESTMENT ADVISORS, LLC · PARSIPPANY, NJ
CETERA INVESTMENT ADVISERS LLC · PARSIPPANY, NJ
PFS INVESTMENTS INC. · PARSIPPANY, NJ
RONALD GELOK & ASSOCIATES, LLC · Parsippany, NJ

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