Claim Profile
Unclaimed Profile
ZJ

Zhang Jiaxi

WBI CAPITAL ADVISORS LLC·SAN JOSE, California
WBI CAPITAL ADVISORS LLC
160 WEST SANTA CLARA STREET, SAN JOSE, CA 95113CRD# 6999561Firm CRD# 300131

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Zhang Jiaxi · SAN JOSE, CA
Registration
CRD #6999561 · WBI CAPITAL ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Disclosure history pending
01

About

Zhang Jiaxi is a registered financial advisor based in SAN JOSE, California, affiliated with WBI CAPITAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

Speak with Zhang

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Zhang is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
WBI CAPITAL ADVISORS LLC
WBI CAPITAL ADVISORS LLC
AUM
Regulatory assets under management
Employees
Total firm employees
04

Background

Compensation

Compensation details will be added during enrichment.

Regulatory
SEC/IARD CRD# 6999561
Firm CRD# 300131
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN JOSE?

Browse all registered financial advisors in SAN JOSE, California or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Zhang Jiaxi offer?
Zhang Jiaxi is a registered financial advisor in SAN JOSE, California. Contact their office for details on services offered.
What are Zhang Jiaxi's credentials?
Zhang Jiaxi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Zhang Jiaxi located?
Zhang Jiaxi is based in SAN JOSE, California, working with WBI CAPITAL ADVISORS LLC. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.
How large is WBI CAPITAL ADVISORS LLC?
WBI CAPITAL ADVISORS LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WBI CAPITAL ADVISORS LLC