Jack He Wang
Investment adviser representative at Cetera Investment Advisers LLC
15 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 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
15 years in the industry.
- East West BankJul 2018 to now
- Cetera Investment Advisers LLCNov 2016 to now
- Cetera Investment Services LLCNov 2016 to now
- Ctbc BankNov 2016 to Jul 2018
- J.P. Morgan Securities LLCOct 2012 to Nov 2016
- JPMorgan Chase BankAug 2011 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 6099503
- Firm CRD
- 105644