Osaic Wealth
41yrs
Top advisor by experience in Flushing
4yrs
Wei Xia
Financial advisor at J.P. Morgan Securities
Based in Flushing, New York, Wei Xia is a fiduciary financial advisor with 4 years of industry experience. Wei has been with J.P. Morgan Securities since 2025; before that, Wei spent three years at TD Private Client Wealth. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 101 advisors with offices in Flushing, and one of 87 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office39-01 Main Street, Flushing, NY 11354
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
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
- Aug 2025 – nowJ.P. Morgan Securities LLCCurrent firm
- 2022 – 2025TD Private Client Wealth LLCPreviously
Contact Wei
(800) 999-2000Firm headquarters in New York, NY. Ask for Wei. 39-01 Main StreetFlushing, NY 11354Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Wei
Tailored to Wei’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Wei
How do I contact Wei?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Wei Xia. Wei works from the Flushing, NY office.
How long has Wei been a financial advisor?
Wei has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Wei hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Wei a fiduciary?
Wei is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Wei paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Wei 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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