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Helen J Semus

Helen J. Semus

SEMUS WEALTH PARTNERS
Boca Raton, FL 33432
Some features on this profile are disabled
CRD#: 5654555
Helen J Semus

Professional summary

Helen J Semus, CFP®, who also goes by Liping Jiang, Liping J Semus, is a registered financial advisor currently at SEMUS WEALTH PARTNERS, LLC located in Boca Raton, Florida.

Helen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Helen has worked at 4 firms and has passed the Series 66, Series 99TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Liping Jiang | Liping J Semus

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.
Semus Wealth Partners LLC - Investment related - 647 Swedesford Road Malvern PA 19355 - RIA - CEO, Private Wealth Advisor - 11/26/2019 - 144 Hours a month - 16 trading hours a month - investment management and financial planning PKS Financial - Investment Related - 80 State St, Albany, NY 12207 - Broker Dealer for Variable annuities and insurance (fixed and variable) - Financial Advisor - 3/2020 - 4 hours a month - 144 trading hurs a month - insurance planning fixed and variable.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Helen J Semus's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

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

Certified Financial Planner

Start date: 2014

Experience

Current

November 27, 2019 - Present

SEMUS WEALTH PARTNERS, LLC

Office #1: 150 E Palmetto Park Road Suite 800, Boca Raton, FL 33432
RIA
CRD#: 305758
Boca Raton, FL
Past

March 24, 2020 - September 30, 2025

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Boca Raton, FL
Past

August 20, 2013 - December 6, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Malvern, PA
Past

August 20, 2013 - December 6, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Malvern, PA
Past

June 15, 2009 - September 6, 2013

EDWARD JONES

RIA
CRD#: 250
GLENMOORE, PA
Past

May 19, 2009 - September 6, 2013

EDWARD JONES

BD
CRD#: 250
GLENMOORE, PA

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".
SW
SEMUS WEALTH PARTNERS, LLC
ASHINGTON WEALTH PARTNERS LLC | SEMUS WEALTH PARTNERS, LLC

CRD#: 305758 / SEC#: 801-117570

RIA
Registered Investment Advisory firm - (10/30/2019 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(3/16/2020)
IAR
Pennsylvania
(11/27/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/27/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/18/2009
General Securities Representative Examination

Current Firm

SW
SEMUS WEALTH PARTNERS, LLC
ASHINGTON WEALTH PARTNERS LLC | SEMUS WEALTH PARTNERS, LLC

CRD#: 305758 / SEC#: 801-117570

RIA
Registered Investment Advisory firm - (10/30/2019 Approved)
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Contact information

Main Address
150 E Palmetto Park Road Suite 800, Boca Raton, FL 33432
Mailing Address
Phone number
(561) 465-7550
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SEMUS WEALTH PARTNERS, LLC WRAP FEE PROGRAM BROCHURE (10/6/2025)
SEMUS WEALTH PARTNERS, LLC ADV BROCHURE (10/1/2025)

Regulatory assets under management

Total Number of Accounts616
AUM (Assets Under Management)$ 215,097,857

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

SEMUS WEALTH PARTNERS, LLC

CRD#: 305758Boca Raton, FL 33432

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