Vice President & Treasurur · Morse Asset Management, Inc.
Jian H Wang
CRD 2632119 · Named on Form ADV at one SEC-registered adviser
At a glance
Morse Asset Management, Inc., an SEC-registered wealth manager based in Darien, CT with $534 million in regulatory assets, lists Jian H Wang on its Form ADV as Vice President & Treasurur, a control person.
Firms and roles
- Morse Asset Management, Inc.Vice President & TreasururWealth manager · Darien, CT · $534M in regulatory assets
AtlasMembers
Jian’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Ian A. McLaughlinChief Compliance Officer & Executive Vice President, Morse Asset Management, Inc.
- Robert B. MorsePresident, Morse Asset Management, Inc.
- Lauren K. AdelmanVice President, Morse Asset Management, Inc.
- Sarah C. MorseOwner, Morse Asset Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.