JL
JL

Jiexiong J Liu

17 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
21 clients
Average Client Portfolio
$724K average
Assets Under Management
$15.2M

Fee Structure

Minimum Investment:$50K
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Location

San Antonio, TX

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History

Regulatory History (1)
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Employment Separation After Allegations
February 2015
Other Business ActivitiesSells Insurance

Jiexiong is a health insurance agent for Humana Health Insurance and a sales agent for Benefits Mall, selling health insurance and medicare. He is also an associate with Life Marketers, providing life insurance and fixed annuities, dedicating a few hours per week. Additionally, Jiexiong is the President of JMW Technologies, Inc., managing business accounts for minimal time.

Employment History
Current Registrations
World Choice Securities, INC.
February 2017 - Present · 9 yrs
World Choice Securities, INC.
January 2017 - Present · 9 yrs 1 mo
World Choice Securities, INC.Broker
January 2017 - Present · 9 yrs 1 mo
Previous Registrations
Transamerica Financial Advisors, INC.
January 2012 - February 2015 · 3 yrs 1 mo
Transamerica Financial Advisors, INCBroker
January 2012 - February 2015 · 3 yrs 1 mo
Investment Advisors International, INC.
November 2010 - January 2012 · 1 yr 2 mos
World Group Securities, INC.Broker
December 2006 - January 2012 · 5 yrs 1 mo
State Registrations2 states
CATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jiexiong J Liu - Financial Advisor | TrueAdvisor