Zhiwei Jiang

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/2017 → 10/2017
  Great Pacific Securities
  Costa Mesa, CA
• 09/2013 → 06/2017
  University Of California, Riverside
  Riverside, CA
• 10/2016 → 05/2017
  New Frontier Group
  Newport Beach, CA
• 06/2016 → 10/2016
  Davinci Financial
  Irvine, CA
• 11/2017 → 03/2018
  Raymond James Financial Services, Inc.
  Irvine, CA
• 04/2018 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Dean's Advisory Board - UCR School of Business Riverside, CA Start date: 10/1/2025 Board Member Hours per week: 0 Hours during trading: 0 To accelerate the strategic goals of the UCR School of Business by serving as thought partners, philanthropic champions, and connectors between the school and the business community. Selling my watches; does not involve any clients Irvine, CA Start date: 4/1/2026 Hours per week: 0 Hours during trading: 0

Exams

• S66 Uniform Combined State Law Examination
  2018-04-30
• S63 Uniform Securities Agent State Law Examination
  2017-10-23

Other Names

• Jason Jiang