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YW

Yuju Wang

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CRD#: 5375250
YW

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.

Yuju Wang, who also goes by Jennifer Wang, Yu Ju Wang, was a registered financial professional .

Yuju is a previously registered financial professional and started their career in finance in 2011. Yuju had worked at 3 firms and has passed the Series 66, Series 63, Series 65, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jennifer Wang | Yu Ju Wang

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.
Sole Proprietor for Match Insurance Services, non investment related insurance broker, started on 08/27/2018, providing services on insurance products consultation, placements and service. About 15% of my time spent on the business, about 0.5 hour during trading hours on a market open day is spent on the business.

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

December 5, 2018 - February 27, 2025

INFERRED INVESTMENT GROUP

RIA
CRD#: 298814
SCOTTS VALLEY, CA
Past

April 16, 2014 - December 24, 2015

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
SAN JOSE, CA
Past

May 18, 2011 - January 5, 2017

NYLIFE SECURITIES LLC

BD
CRD#: 5167
SAN JOSE, CA

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.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/14/2014
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


II
INFERRED INVESTMENT GROUP
INFERRED INVESTMENT GROUP | WANG, YUJU

CRD#: 298814 / SEC#:

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Contact information


Main Address
Scotts Valley, CA
Mailing Address
Phone number
(408) 888-7536
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts5
AUM (Assets Under Management)$ 198,310

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.

Company Information


INFERRED INVESTMENT GROUP

CRD#: 298814

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