Xiao feng Wu
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
Are you Xiao feng Wu? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab & Co., Inc.Dec 2025 to now
- Charles Schwab Bank, SsbDec 2025 to now
- LPL Financial LLCAug 2025 to Dec 2025
- U.S. Bancorp Investments, Inc.May 2024 to Jul 2025
- Wells Fargo Clearing Services, LLCJan 2024 to Apr 2024
- J.P. Morgan Securities LLCNov 2022 to Dec 2023
- JPMorgan Chase Bank, N.A.Nov 2022 to Dec 2023
- Bank of America, N.A.Aug 2021 to Nov 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2021 to Nov 2022
- J.P. Morgan Securities LLCMay 2019 to May 2021
- JPMorgan Chase Bank, N.A.May 2019 to May 2021
- Bank of AmericaJul 2018 to May 2019
- CitibankNov 2016 to Jul 2018
- East West Bancorp, Inc.Oct 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7127565
- Firm CRD
- 5393