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Jia Min

Cg Advisory Services

Charlotte, NC

Williamston, MI

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Current Employers
Cg Advisory Services

148 E Grand River Ave., Williamston, MI 48895 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-06-26
  • NC RA
    APPROVED
    Since 2026-06-26

Branch Locations

7422 Carmen Executive Park Dr. #320, Charlotte, NC 28226 • United States

148 E Grand River Ave., Williamston, MI 48895 • 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
Oppenheimer & Co. New York NY 12/2017 02/2019
U.S. Steel & Carnegie Pension Fund New York NY 02/2006 11/2017
Canaccord Genuity New York NY 06/2019 04/2021
Not Working New York NY 03/2019 05/2019
Eastern Bank Boston MA 07/2021 03/2026
Cg Advisory Services Charlotte NC 06/2026 Present
  • 12/2017 → 02/2019
    Oppenheimer & Co.
    New York, NY
  • 02/2006 → 11/2017
    U.S. Steel & Carnegie Pension Fund
    New York, NY
  • 06/2019 → 04/2021
    Canaccord Genuity
    New York, NY
  • 03/2019 → 05/2019
    Not Working
    New York, NY
  • 07/2021 → 03/2026
    Eastern Bank
    Boston, MA
  • 06/2026 → Present
    Cg Advisory Services
    Charlotte, NC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-12-28
  • S63 Uniform Securities Agent State Law Examination
    2018-12-28
Designations

View on SEC IAPD

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