Wenjing He
Professional summary
Wenjing He is a registered financial advisor currently at WEN CAPITAL ADVISORY GROUP, INC. located in Walnut Creek, California.
Wenjing is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Wenjing has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Wenjing He's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 13, 2012 - Present
WEN CAPITAL ADVISORY GROUP, INC.
Office #1: 1990 North California Blvd Suite 612, Walnut Creek, CA 94596Office #2: 11100 San Pablo Ave Suite 210, El Cerrito, CA 94530July 8, 2011 - June 28, 2012
CETERA WEALTH SERVICES, LLC
July 6, 2011 - June 28, 2012
CETERA WEALTH SERVICES, LLC
July 20, 2009 - May 16, 2011
EDWARD JONES
July 8, 2009 - May 16, 2011
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/13/2012)
Exams
Current Firm
WEN CAPITAL ADVISORY GROUP, INC.
CRD#: 164701 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 145 |
| AUM (Assets Under Management) | $ 38,377,799 |
Red Flags
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Company Information
WEN CAPITAL ADVISORY GROUP, INC.
CRD#: 164701Walnut Creek, CA 94596TRUST BUT VERIFY
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