Raymond James & Associates
47yrs
Top advisor by experience in Wellesley
8yrs
Dinghao Jiang
Financial advisor at Downtown Wealth Studios
Dinghao Jiang is a fiduciary financial advisor in Wellesley, Massachusetts, with 8 years in the industry. After four years at Merrill, Dinghao joined Downtown Wealth Studios in 2023, a firm offering financial planning and investment management. Dinghao holds the CFA designation.
One of 446 advisors with offices in Wellesley, and one of 393 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
OfficeWellesley, MA
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$12.3 million
Advisors at the firm4
States licensed ?1 state
Services through Downtown Wealth Studios
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowDowntown Wealth Studios, LLCCurrent firm
- 2019 – 2023MerrillPreviously
Contact Dinghao
(888) 240-2737Firm headquarters in Miami, FL. Ask for Dinghao. Wellesley, MAOffice · Get directions LinkedIn pageDowntown Wealth StudiosIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Dinghao
Tailored to Dinghao’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Dinghao
How do I contact Dinghao?
Call Downtown Wealth Studios at (888) 240-2737 and ask for Dinghao Jiang. Dinghao works from the Wellesley, MA office.
How long has Dinghao been a financial advisor?
Dinghao has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Dinghao hold?
Series 66. Tap any license on this page to see what it allows.
Is Dinghao a fiduciary?
Dinghao is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dinghao paid?
Downtown Wealth Studios reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Dinghao for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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