Wolakota Financial Advisors
44yrs
Top advisor by experience in Ypsilanti
9yrs
Xiaodi Wang
Financial advisor at J.P. Morgan Securities
Xiaodi Wang has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Ypsilanti, Michigan. Xiaodi has been with J.P. Morgan Securities since 2025; before that, Xiaodi spent two years at HSBC Securities (usa). J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 32 advisors with offices in Ypsilanti, and one of 28 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?More experience than 56% of advisors in Ypsilanti
Office5436 Whittaker Rd, Ypsilanti, MI 48197
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2025 – nowJ.P. Morgan Securities LLCCurrent firm
- Apr 2022 – Nov 2023HSBC Securities (usa) Inc.Previously
Contact Xiaodi
(800) 999-2000Firm headquarters in New York, NY. Ask for Xiaodi. 5436 Whittaker RdYpsilanti, MI 48197Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Xiaodi
Tailored to Xiaodi’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
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About Xiaodi
How do I contact Xiaodi?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Xiaodi Wang. Xiaodi works from the Ypsilanti, MI office.
How long has Xiaodi been a financial advisor?
Xiaodi has been in the industry since 2017, about 9 years. More experience than 56% of advisors in Ypsilanti.
What licenses does Xiaodi hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Xiaodi a fiduciary?
Xiaodi is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Xiaodi paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Xiaodi 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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