WJ
Weili Jiang
CETERA INVESTMENT ADVISERS LLC
ARLINGTON, TX 76006
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CRD#: 7215529
WJ
Professional summary
Weili Jiang, who also goes by Gary Jiang, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Arlington, Texas and CETERA WEALTH SERVICES, LLC located in Arlington, Texas.
Weili is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Weili has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gary Jiang
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.
1) Lam, Po & Xu CPA's 1170 Corporate Dr W STE 204~Arlington~TX~76006~Accounting Services/Tax Preparation~Employee~9/29/2014~160hrs~130hrs~My main duties are reviewing tax returns, conducting tax researches, providing tax services to clients. I spend most of my time on providing tax services to clients.| 2) INDEPENDENCE 190 LLC POSITION: LLC member NATURE: Independence 190 LLC is building an office building. It plans to rented it out when the building is completed. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2020 ADDRESS: 1170 Corporate Dr W., Suite 204, Arlington TX 76006, DESCRIPTION: I am a passive investor. I am not involved in daily operations of this entity. 3) PERSONAL RENTAL BUSINESS POSITION: Manage Rental House NATURE: I purchased a single-family residence and rented it out. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/27/2018 ADDRESS: 2500 Rockbrook Dr, Unit 77, Lewisville, TX 75067, United States DESCRIPTION: My are main duties are managing this rental house and collecting rent. I spent most of my time communicating with the tenants. 4) TONTIN L.P. POSITION: Partner NATURE: TONTIN L.P., Engaged in rental business. It rented out offices to its tenants. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2020 ADDRESS: 1170 Corporate Dr W., Suite 204, Arlington TX 76006, United States DESCRIPTION: I am an investor of this partnership. I am not involved in daily operation of this partnership. 5) PAXEL FINANCIAL CONSULTING POSITION: LLC member NATURE: Paxel Consulting LLC DBA Paxel Financial Consulting is a full-service accounting company that specializes in tax services for its clients. It also engages in other activities such as bookkeeping, accounting, financial statements preparation, tax planning & preparation, IRS representation, international taxation, sales tax services, estate & trust tax preparation, estate planning, consulting services, buying & selling a business, business entity selection and payroll services. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2020 ADDRESS: 1170 Corporate Dr W., Suite 204, Arlington TX 76006, United States DESCRIPTION: Passive investor. I am not involved in daily operation of this company.
CRS (Client Relationship Summary) - RIA
Click below to view Weili 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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1170 Corporate Dr W. Suite 204, Arlington, TX 76006RIA
CRD#: 105644
ARLINGTON, TX
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1170 Corporate Dr W. Suite 204, Arlington, TX 76006BD
CRD#: 13572
ARLINGTON, TX
Past
July 16, 2021 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Arlington, TX
Past
February 1, 2021 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
ARLINGTON, TX
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/1/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
