Jake
Wu
Copper Financial
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About this Advisor
Jake Wu is a financial advisor based in New York, New York with 1 year of relevant experience. Wu works at Copper Financial. Wu has gained experience at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Merrill Lynch, Pierce, Fenner & Smith Inc, Mass Mutual, Bank Of America, N.A, Copper Financial Network LLC, Unfcu Advisors, LLC, United Nations Federal Credit Union, Santander Securities, LLC and Santander Bank, Na. Wu holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in New York. Copper Financial is a registered investment firm headquartered in Lenexa, KS. The firm has offices in 28 locations and a total of 50 financial advisors. It administers $276 million in assets among its 2,406 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 2,406 customer accounts, just 1% are associated with high-net-worth clients who have at least $1 million in investable assets. Copper Financial has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. Fees for financial advice usually vary depending on which services the firm provides the client. Fees charged by Copper Financial most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Copper Financial Brokerage Details
$275,772,959
50
2,406
$114,619
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- Other
Jake Wu Work History
Jake has been registered as a financial advisor for 1 years.*
Copper Financial Network LLC
Unfcu Advisors, LLC
United Nations Federal Credit Union
Santander Securities, LLC
Santander Bank, Na
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Mass Mutual
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
*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 Jake Wu 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 Copper Financial
Kansas City, MO
Lenexa, KS
Leawood, KS
Lenexa, KS
Leawood, KS
Blue Springs, MO
Kansas City, MO
Kansas City, MO
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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