Joyce Zhang
Investment adviser representative at Seasons of Advice Wealth Management
11 yearsExperience
1 stateRegistered in
$1.2BFirm assets
5 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Seasons of Advice Wealth ManagementApr 2022 to now
- JP Morgan Securities, LLCNov 2019 to Apr 2022
- JPMorgan Chase BankAug 2015 to Apr 2022
- JP Morgan Securities LLCAug 2015 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NY).
Seasons of Advice Wealth Management
Legal name: Soa Wealth Advisors, LLC
$1.2BAssets managed
891Clients
10Advisers
5 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
- 6548796
- Firm CRD
- 310448