Xiaowei Jiang
Professional Summary
Xiaowei Jiang, who also goes by Joseph Jiang, is a registered financial advisor currently at OCEANUS RESEARCH LLC located in Short Hills, New Jersey and OCEANUS CAPITAL MANAGEMENT located in Short Hills, New Jersey. Xiaowei is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Xiaowei has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Joseph Jiang
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
5 years in the financial services industry
Current & Past Employments
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Current Firm
OCEANUS CAPITAL MANAGEMENT | OCEANUS CAPITAL MANAGEMENT LLC
Contact Information
Main Address
51 Jkf Parkway First Floor West, Short Hills, NJ 07078Phone Number
(201) 253-9641# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
2AUM (Assets Under Management)
$5,500,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(1/2/2025)
(11/17/2021)
(9/27/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Xiaowei Jiang's CRS (Customer Relationship Summary).
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