Jake Christopher Wu
Investment adviser representative at Copper Financial
11 yearsExperience
1 stateRegistered in
$410.7MFirm 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
- Seminars and workshops
Experience
11 years in the industry.
- Copper FinancialMar 2022 to now
- Copper Financial Network LLCNov 2020 to now
- Unfcu Advisors, LLCNov 2020 to Sep 2022
- United Nations Federal Credit UnionNov 2020 to Feb 2022
- Santander Bank, NAMay 2017 to Aug 2020
- Santander Securities, LLCMay 2017 to Aug 2020
- Bank of America, N.A.Mar 2016 to Mar 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2015 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (NY).
Copper Financial
Legal name: Copper Financial Network, LLC
$410.7MAssets managed
4,165Clients
39Advisers
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
- 5805528
- Firm CRD
- 168203