Jake Wu (CRD# 5805528) is an Investment Advisor Representative working at Copper Financial in New York, NY and has over 12 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Copper Financial Network LLC | Lenexa, KS | Nov 2020 - Current | 3 |
| Unfcu Advisors, LLC | New York, NY | Nov 2020 - Sep 2022 | 1 |
| United Nations Federal Credit Union | Long Island City, NY | Nov 2020 - Feb 2022 | 1 |
| Santander Securities, LLC | Dorchester, MA | May 2017 - Aug 2020 | 3 |
| Santander Bank, Na | Boston, MA | May 2017 - Aug 2020 | 3 |
| Bank Of America, N.a. | New York, NY | Mar 2016 - Mar 2017 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York, NY | Jul 2015 - Mar 2017 | 1 |
| Mass Mutual | New York, NY | Feb 2013 - Aug 2015 | 2 |
| Northwestern Mutual Investment Services, LLC | New York, NY | Apr 2011 - Jul 2015 | 4 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Oct 2010 - Jul 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2011 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2016 |
- NY
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Total Assets Under Management306MILLIONS
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Total Number of Accounts2,791ACCOUNTS
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Average Account Value$109,799
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AR, AZ, CA, CO, CT, FL, GA, IA, IL, KS, LA, MA, MD, MN, MO, NC, NE, NJ, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA
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