James
Jiao
Insigneo Advisory Services, LLC
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About this Advisor
James Jiao is a financial advisor based in El Cajon, California, working with Insigneo Advisory Services, LLC. James has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Insigneo Advisory Services, Transatlantic Investment Partners LLC, Bolton Global Capital, Bolton Global Asset Management, Adi Dassler International Family Office Usa Limited Partnership, Adi Dassler Family Office, Ucap Securities, and Insigneo Securities. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Florida, New York, Oregon, and Washington. Currently, James is part of Insigneo Advisory Services, LLC, which operates out of El Cajon, California. The firm has 15 offices and 185 employees. The firm manages assets totaling $3.1 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Insigneo Advisory Services, LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Insigneo Advisory Services, LLC Brokerage Details
$3,067,400,975
185
3,802
$806,786
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
James Jiao Work History
Insigneo Advisory Services
Insigneo Securities
Transatlantic Investment Partners LLC
Adi Dassler Family Office
Ucap Securities
Adi Dassler International Family Office Usa Limited Partnership
Bolton Global Capital
Bolton Global Asset Management
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of James Jiao to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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