Mengxi Jia
Investment adviser representative at Raymond James (USA) Ltd
11 yearsExperience
1 stateRegistered in
CFADesignation
$2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
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.
- Raymond James (USA) Ltd.Jul 2024 to now
- Raymond James Ltd.Oct 2022 to now
- Full Time StudentJul 2022 to Oct 2022
- BMO Investments Inc.Jul 2020 to Jul 2022
- Bank of MontrealJun 2020 to Jul 2022
- Crosstown Civic Credit UnionMar 2019 to Jun 2020
- Starbucks CanadaFeb 2017 to Mar 2019
- Tjx Canada - WinnersApr 2016 to Apr 2017
- Donghai Securities Co. Ltd.Sep 2015 to Apr 2018
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Raymond James (USA) Ltd
$2BAssets managed
4,864Clients
122Advisers
15 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
- 7961847
- Firm CRD
- 25853