Jingshu Zhang

GUINEA VALUE INVESTMENTS

UNION CITY, NJ

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CRD#: 7520684

Professional summary

Jingshu Zhang is a registered financial advisor currently at GUINEA VALUE INVESTMENTS located in Union City, New Jersey.

Jingshu is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jingshu has worked at 3 firms and has passed the Series 65 exam.

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.

Hao Hai consulting. Not investment related. Shanghai, Xuhai District, Cao Xi North Road 375, CICC International Plaza, Building C, Level 11, Room D, Postal Code 200030. Education consulting firm. Chief financial officer and founding partner. Began September 2012. 20 hours per month, generally not during securities trading hours. Duties are capital allocation and educational consulting for certain VIP students and parents.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jingshu Zhang'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®

None

Experience

Current

July 10, 2024 - Present

GUINEA VALUE INVESTMENTS

RIA

CRD#: 332102

UNION CITY, NJ

Past

September 8, 2023 - October 1, 2024

DORFMAN VALUE INVESTMENTS LLC

RIA

CRD#: 120911

Boston, MA

Past

October 26, 2022 - September 14, 2023

ATLAS CAPITAL INVESTMENT LLC

RIA

CRD#: 319436

EAST BOSTON, MA

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

Massachusetts
(9/17/2024)

IAR

Texas
(7/10/2024)

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: 12/21/2021

Uniform Investment Adviser Law Examination

Current Firm

GUINEA VALUE INVESTMENTS

GUINEA VALUE INVESTMENTS | GUINEA VALUE INVESTMENTS INC

CRD#: 332102 / SEC#:

Massachusetts

Registered Investment Advisory firm - (9/17/2024 Approved)

Texas

Registered Investment Advisory firm - (6/25/2024 Conditional Restricted)

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Contact information

Main Address

Union City, NJ

Mailing Address

Phone number

(929) 933-8975

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	21
AUM (Assets Under Management)	$ 18,007,176

Red Flags

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

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Jingshu Zhang

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jingshu Zhang's CRS (Customer Relationship Summary).

Certified licenses

Experience

GUINEA VALUE INVESTMENTS

DORFMAN VALUE INVESTMENTS LLC

ATLAS CAPITAL INVESTMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/21/2021

Current Firm

GUINEA VALUE INVESTMENTS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GUINEA VALUE INVESTMENTS

TRUST BUT VERIFY

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