JW

Jadine M. Wong

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CRD#: 5628039
JW

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.

Jadine Mary Wong, who also goes by Jadine Wong, was a registered financial professional .

Jadine is a previously registered financial professional and started their career in finance in 2009. Jadine had worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jadine Wong

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.
The advisor shows no other business activity.

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

February 6, 2017 - April 22, 2021

MACIAN WEALTH MANAGEMENT

RIA
CRD#: 160862
LA JOLLA, CA
Past

April 27, 2012 - December 31, 2015

MACIAN WEALTH MANAGEMENT

RIA
CRD#: 160862
BRENTWOOD, CA
Past

January 20, 2010 - December 23, 2011

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
SAN FRANCISCO, CA
Past

January 19, 2010 - December 23, 2011

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
SAN FRANCISCO, CA
Past

March 4, 2009 - January 25, 2010

WADDELL & REED

RIA
CRD#: 866
SAN MATEO, CA
Past

January 29, 2009 - January 25, 2010

WADDELL & REED

BD
CRD#: 866
SAN MATEO, 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: 3/3/2009
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


MW
MACIAN WEALTH MANAGEMENT
MACIAN WEALTH MANAGEMENT | MACIAN WEALTH MANAGEMENT, LLC

CRD#: 160862 / SEC#:

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Contact information


Main Address
888 Prospect St Suite 200, La Jolla, CA 92037
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Red Flags


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

Company Information


MACIAN WEALTH MANAGEMENT

CRD#: 160862

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