Jingxue
Liang

Gwn Securities Inc

CRD#6926902
Investment Advisor
in Pasadena, CA

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About this Advisor

Jingxue Liang is a financial advisor working out of Pasadena, California with 2 years of industry experience. Liang is an employee of Gwn Securities Inc. Their career trajectory has included roles at University Of California, San Diego, University Of California, Riverside, Arcadia High School, Axa Advisors, LLC, Equitable Advisors, LLC and Gwn Securities, Inc. Liang maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in California. Gwn Securities Inc is a financial advisory firm that has its headquarters in Palm Beach Gardens, FL. The firm has offices in 25 locations and a total of 755 advisors. It manages $3 billion in assets under management between its 58,177 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. Of its 58,177 client accounts, just 4% are held by high-net-worth clients who have more than $1 million in investable assets. Gwn Securities Inc has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and market timing services. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fee types charged by Gwn Securities Inc can be comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Market timing services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

177 East Colorado Blvd. Suite 200, Office 3055
Pasadena, CA 91105

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Gwn Securities Inc Brokerage Details

Total Assets Under Management

$2,838,916,178

CA Average: $1,855,561,029
Total Number of Employees

755

CA Average: 62
Total Number of Accounts

58,177

CA Average: 2,474
Average Account Size

$48,798

CA Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Market timing services

Jingxue Liang Work History

Jingxue has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Gwn Securities, Inc

2018 - 2020 (2 years)

Axa Advisors, LLC

2018 - 2021 (3 years)

Equitable Advisors, LLC

2015 - 2017 (2 years)

University Of California, San Diego

2013 - 2015 (2 years)

University Of California, Riverside

2009 - 2013 (4 years)

Arcadia High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jingxue Liang to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Gwn Securities Inc

Joshua Miller
Wayne, PA
Gary Oconnor
Palm Beach Gardens, FL
Sergey Lyubyatinskiy
Los Angeles, CA
Michael Stone
Palmetto Bay, FL
David Karl
Palm Beach Gardens, FL
Roy Weiss
Williamsport, PA
Lingan Deitrick
Iselin, NJ
Simona Taurosevicius
Palm Beach Gardens, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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