Unclaimed Profile

Jimmy Shanggee Wu

FINANCIAL RESOURCES GROUP.COM LLC·BELLEVUE, Washington

Series 6, Series 7, Series 9, Series 10, Series 63, Series 66Clean record25 years registeredFINANCIAL RESOURCES GROUP.COM LLC

10900 NE 8TH STREET, SUITE 1600, BELLEVUE, WA 98004CRD# 2669926Firm CRD# 282542

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jimmy Shanggee Wu · BELLEVUE, WA

Registration

CRD #2669926 · FINANCIAL RESOURCES GROUP.COM LLC · 25 years registered

Brand Profile

Not yet started

Career History

MISSION WEALTH MANAGEMENT, LP

May 2026 – present

FRG FAMILY WEALTH ADVISORS

Jun 2016 – May 2026

BELLEVUE, WA

FINANCIAL RESOURCES GROUP

May 2004 – Nov 2016

BELLEVUE, WA

CHARLES SCHWAB & CO., INC.

May 2001 – Dec 2002

KENT, WA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 9

Series 10

Series 63

Series 66

Registration record

First registered · May 22, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL RESOURCES GROUP.COM LLC

CRD 282542 · SEC 801-107191

AUM

$667M

Regulatory assets under management

Employees

610 client accounts

Services offered by FINANCIAL RESOURCES GROUP.COM LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINANCIAL RESOURCES GROUP.COM LLC →

Introduction

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Frequently Asked Questions

What services does Jimmy Shanggee Wu offer?

Jimmy Shanggee Wu specializes in Financial Planning, Investment Management. Contact their office in BELLEVUE, Washington for a consultation.

What are Jimmy Shanggee Wu's credentials?

Jimmy Shanggee Wu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jimmy Shanggee Wu located?

Jimmy Shanggee Wu is based in BELLEVUE, Washington, working with FINANCIAL RESOURCES GROUP.COM LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.

How does Jimmy Shanggee Wu charge for services?

Jimmy Shanggee Wu's firm is compensated through percentage of aum, subscription fees, other: negotiated fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL RESOURCES GROUP.COM LLC?

FINANCIAL RESOURCES GROUP.COM LLC has approximately 4 employees and manages $667M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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