TW
Timothy Wei
JS CONSULTING
TUSTIN, CA
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CRD#: 7876804
TW
Professional summary
Timothy Wei is a registered financial advisor currently at JS CONSULTING located in Tustin, California.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Timothy has worked at 1 firm 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.
Timothy R. Wei is an independent accountant.
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Wei'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
May 31, 2024 - Present
JS CONSULTING
RIA
CRD#: 330210
TUSTIN, CA
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
California(5/31/2024)
Current Firm
JC
JS CONSULTING
JS CONSULTING | JS FAMILY CONSULTING INC.
CRD#: 330210 / SEC#:
California
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Contact information
Main Address
Tustin, CA
Mailing Address
Phone number
(657) 247-6587
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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