Huiying Jiang
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- East West BankSep 2023 to now
- Cetera Investment Advisers LLCJun 2022 to now
- Cetera Investment Services LLCNov 2019 to now
- Cathay BankNov 2019 to Sep 2023
- UnemployedJun 2019 to Nov 2019
- University of California, Los AngelesSep 2017 to Jun 2019
- T-mobileJul 2016 to Feb 2018
- Pasadena City CollegeJul 2015 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7201222
- Firm CRD
- 105644