Leon Jiang
Investment adviser representative at Focus Partners Wealth, LLC
11 yearsExperience
1 stateRegistered in
$181.9BFirm assets
14 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 feePerformance-basedOther
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.
- Focus Partners Wealth, LLCAug 2026 to now
- Hub Investment Partners, LLCJan 2025 to Jul 2026
- Millennium Advisory Services, Inc.Jul 2024 to Jan 2025
- UnemployedMay 2024 to Jul 2024
- Snowfox SushiJan 2023 to Dec 2023
- Locus (formerly Virginia Community Capital)Jul 2022 to Nov 2022
- Virginia Tech Dining ServicesSep 2020 to Sep 2022
- Virginia TechAug 2020 to May 2024
- Sakura Japanese Steak House & Sushi BarSep 2017 to Aug 2020
- Henrico County Public SchoolsJan 2015 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MD).
Focus Partners Wealth, LLC
$181.9BAssets managed
62,466Clients
1,049Advisers
14 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
- 8035636
- Firm CRD
- 159289