Youfeng Jiang

BEYOND PROFIT AND WEALTH CONSULTING

Laurel, MD

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CRD#: 7159301

Professional summary

Youfeng Jiang, CFP® is a registered financial advisor currently at BEYOND PROFIT AND WEALTH CONSULTING located in Laurel, Maryland.

Youfeng is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Youfeng has worked at 3 firms and has passed the Series 65, SIE, Series 50 and Series 54 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Youfeng Jiang's 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: 2018

Experience

Current

June 29, 2021 - Present

BEYOND PROFIT AND WEALTH CONSULTING

RIA

CRD#: 315621

Laurel, MD

Past

April 15, 2020 - June 18, 2021

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

Columbia, MD

Past

December 9, 2019 - December 24, 2019

MUNICAP INC.

RIA

CRD#: 144986

COLUMBIA, MD

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

Maryland
(6/29/2021)

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

State Security Law Exam

IAR

Series 65

Date: 3/25/2019

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 5/27/2021

Securities Industry Essentials Examination

General Industry/Product Exam

Series 50

Date: 9/18/2017

Municipal Advisor Representative Qualification Exam

Principal/Supervisory Exam

Series 54

Date: 6/3/2019

Municipal Advisor Principal Qualification Examination

Current Firm

BEYOND PROFIT AND WEALTH CONSULTING

BEYOND PROFIT AND WEALTH CONSULTING | BEYOND PROFIT CONSULTING LLC | BEYOND PROFIT CONSULTING

CRD#: 315621 / SEC#:

Maryland

Registered Investment Advisory firm - (6/29/2021 Approved)

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Contact information

Main Address

Laurel, MD

Mailing Address

Phone number

(443) 797-3335

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	16
AUM (Assets Under Management)	$ 5,000,000

Red Flags

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

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Youfeng Jiang

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Youfeng Jiang's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEYOND PROFIT AND WEALTH CONSULTING

KESTRA ADVISORY SERVICES, LLC

MUNICAP INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/25/2019

SIE

Date: 5/27/2021

Series 50

Date: 9/18/2017

Series 54

Date: 6/3/2019

Current Firm

BEYOND PROFIT AND WEALTH CONSULTING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BEYOND PROFIT AND WEALTH CONSULTING

TRUST BUT VERIFY

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