Alex Jason Wu
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Advisor Share Wealth Management, LLCAug 2026 to now
- Eagleview FinancialJun 2023 to now
- R91 SushiAug 2022 to Oct 2022
- Uc RiversideSep 2021 to Jun 2023
- Gen Korean BBQJun 2021 to Sep 2021
- Soo Ja Fusion BistroJun 2020 to Sep 2020
- Ohlone CollegeJan 2019 to Sep 2021
- De Anza CollegeSep 2018 to Dec 2018
- UnemployedJul 2018 to Aug 2018
- Mission San Jose High SchoolAug 2016 to Jun 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Advisor Share Wealth Management, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 8336421
- 307997