Wen
Jiang

Archer Investment Corporation

CRD#2828808
Investment Advisor
in Portland, OR

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About this Advisor

Wen Jiang is a financial advisor based in Portland, Oregon, working with Archer Investment Corporation. Wen has previously held positions at Creekside Villa LLC, Wen Jiang & Co Pc, and Archer Investment Corporation. Wen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon. Currently, Wen is part of Archer Investment Corporation, which operates out of Portland, Oregon. The firm has 84 offices and 82 employees. The firm manages assets totaling $749.2 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and pension consulting services. The fee structure at Archer Investment Corporation includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

7000 Sw Hampton St St 218
Portland, OR 97223

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Archer Investment Corporation Brokerage Details

Total Assets Under Management

$749,207,372

OR Average: $1,347,246,178
Total Number of Employees

82

OR Average: 46
Total Number of Accounts

3,810

OR Average: 1,775
Average Account Size

$196,642

OR Average: $759,012

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Wen Jiang Work History

2014 - Present (10 years)

Archer Investment Corporation

2000 - Present (24 years)

Creekside Villa LLC

1995 - Present (29 years)

Wen Jiang & Co Pc

Disclosures

Please visit the SEC profile of Wen Jiang 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 Archer Investment Corporation

Adam Oates
Greensboro, NC
Andrew Hart
Tallassee, AL
Ricky Melton
Murray, KY
Ronald Odom
Tempe, AZ
Gabriel Cena
Woodland Hills, CA
Slade Buell
Burleson, TX
Elizabeth Newton
Charlotte, NC
Kurtis Ternet
Carmel, IN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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