Insigneo Adds Jim Jiao to Its Growing Network
January 25 2023 - 09:00AM
International wealth management firm
continues to execute on its proven business model and affiliate
strategic Investment Professionals to execute on its strategic
Insigneo, a leading provider of financial services, is pleased
to announce the affiliation of Jim as a financial advisor based in
San Diego, California.
Jim brings over 30 years of experience in the financial
industry. He has been an Independent Registered Investment Advisor
since 2015, and from 1997 to 2015 he held several positions at
Merrill Lynch as an International Wealth Management Advisor,
Regional Sales Manager, as well as Branch Manager and Complex
Director covering the International Wealth Management Business in
the Southwestern US Market.
“We are very excited to have Jim join Insigneo’s network of
Financial Advisors as we continue to expand our footprint across
the US,” said Jose Salazar, US Market Head. “California is an
important market for international advisors and clients, and Jim
will help us spearhead the growth in this region of the country,
including the Southwest and Texas.”
"As an independent advisor, I have much more flexibility to
shape the partnership with a wealth management firm going forward,"
said Jim. "Insigneo's platform provides that flexibility."
The San Francisco native was raised in Germany and spent time in
military service as an infantry officer in Germany, where he
received bachelor’s and master’s degrees in business. He began his
financial services career in 1990 with Deutsche Bank in Germany,
Spain, and the US. Jim is a Certified Investment Management Analyst
(CIMA®) and a Trust & Estate Practitioner (TEP®), he holds
licenses Series 3,7,9,10,24,63, and 65, as well as the Insurance
Agent license in the state of California.
Insigneo is committed to providing its clients with the highest
level of service and expertise, and Jim's addition to the team
further enhances their ability to do so.
About Insigneo Financial Group
Insigneo is a leading international wealth management firm
providing services and technologies that empower investment
professionals to successfully serve their clients globally.
Insigneo leverages its customized solutions, client-first service,
and custodial relationship with BNY Mellon’s Pershing to provide a
fully integrated, best-in-class independent wealth management
platform. With over $18B in assets, Insigneo supports more than 400
investment professionals serving over 30,000 clients. For more
information, visit www.insigneo.com.
version on businesswire.com: https://www.businesswire.com/news/home/20230125005296/en/
Media Contact: Jolie Balido NewStar Media