Wen Y. Jiang

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CRD#: 2828808

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Wen Yin Jiang was a registered financial professional .

Wen is a previously registered financial professional and started their career in finance in 1997. Wen had worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

TRUSTEE FOR ROBERT E AND JOANNE L GILLESPIE IRREVOCABLE TRUST. WEN Y.JING CPA PC, OWNER, TAX PREPARATION/ACCOUNTING,CORPORATION, 08/93 TO PRESENT. CREEKSIDE VILLA LLC, OWNER, RENTAL PROPERTY, OWNER, MANAGEMENT OF RENTAL PROPERTIES, LLC, 3/00 - PRESENT. JIANG CHEN INVESTMENT LLC, PARTNER. COMMERCIAL REAL ESTATE RENTAL. 2009. 1 HR/MONTH. GLEN LOUIS LLC, MEMBER. COMMERCIAL REAL ESTATE RENTAL. 2103. 1 HR/MONTH. ANDATEE CHINA MARINE FUEL SERVICES CORPORATION. INDEPENDENT DIRECTOR. NOT INVESTMENT RELATED. 2009. 8 HRS/MONTH CHINA NEW BORUN CORPORATION. INDEPENDENT DIRECTOR. NOT INVESTMENT RELATED. 2013. 8 HRS/MONTH

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

October 27, 2014 - December 31, 2024

ARCHER INVESTMENT CORPORATION

RIA

CRD#: 136403

PORTLAND, OR

Past

July 9, 2007 - February 15, 2008

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

TIGARD, OR

Past

January 13, 1997 - November 16, 1998

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ARCHER INVESTMENT CORPORATION

CRD#: 136403 / SEC#: 801-64607

RIA

Registered Investment Advisory firm - (8/12/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/27/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/30/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 7/7/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ARCHER INVESTMENT CORPORATION

CRD#: 136403 / SEC#: 801-64607

RIA

Registered Investment Advisory firm - (8/12/2005 Approved)

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Contact information

Main Address

11711 N. College Ave Suite 200, Carmel, IN 46032

Mailing Address

Phone number

(317) 581-5664

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ARCHER PART 2A BROCHURE (11/18/2025)

Regulatory assets under management

Total Number of Accounts	5,640
AUM (Assets Under Management)	$ 900,511,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Wen Y. Jiang

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ARCHER INVESTMENT CORPORATION

AVANTAX INVESTMENT SERVICES, INC.

AVANTAX INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

ARCHER INVESTMENT CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 10/27/2014

Series 63

Date: 7/30/2007

Series 6

Date: 7/7/2007

Current Firm

ARCHER INVESTMENT CORPORATION

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARCHER INVESTMENT CORPORATION

TRUST BUT VERIFY

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