Joyce Yi qi Lum
Investment adviser representative at Wealthfront Advisers LLC
11 yearsExperience
1 stateRegistered in
$47.7BFirm assets
17 yearsFirm in business
Are you Joyce Yi qi Lum? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Wealthfront Advisers LLCFeb 2025 to now
- Wealthfront Brokerage LLCNov 2024 to now
- UnemployedFeb 2019 to now
- Joyce Lum (self Employed)Mar 2023 to Nov 2024
- OpentugJan 2023 to Feb 2023
- Hack Reactor Coding BootcampMay 2022 to Sep 2022
- Better MortgageJan 2021 to Apr 2022
- BrexNov 2019 to Jun 2020
- SamsaraMar 2019 to Oct 2019
- YelpFeb 2018 to Jan 2019
- UnemployedJan 2018 to Jan 2018
- Old Spaghetti FactoryJun 2017 to Aug 2017
- Peer Connections, SjsuSep 2016 to Dec 2017
- San Jose State University Alumni AssociationJul 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Wealthfront Advisers LLC
$47.7BAssets managed
518,639Clients
41Advisers
17 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
- 7236840
- Firm CRD
- 148456