Kingston Julio Wong
Investment adviser representative at Stonex Advisors Inc.
29 yearsExperience
1 stateRegistered in
$5.1BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
29 years in the industry.
- Stonex Advisors Inc.Dec 2019 to now
- Stonex Securities Inc.Dec 2019 to now
- Palos Verdes Library DistrictNov 2014 to now
- Self-employed - Life InsuranceDec 1997 to now
- Quest Capital Strategies, Inc.Oct 2018 to Dec 2019
- Foresters Equity Services, Inc.Dec 2015 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (CA).
Stonex Advisors Inc.
$5.1BAssets managed
9,843Clients
224Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2960249
- Firm CRD
- 174182