Jason Li

About Jason Li

I consider myself a number driven investment advice and guidance provider to help you figure out your unique wealth plan. Regardless if it is to grow your wealth with equities, or seeking that cash flow for retirement with fixed income products. Or even to complex structured products to fit into business needs. I am passionate to help you to figure out that puzzle with a customized unique strategy that will fit into your financial goals.

Experience

1. Financial Advisor

   Merrill Lynch

   Jan 2024 — Present

   12 years being in the financial industry built me with deep knowledge on portfolio strategy and different aspects of business operation. Being from private equity management to project management to investment wealth planning, i was able to incorporate those experience i gained from different industries ( REAL ESTATE, ENERGY, FIXED INCOME PRODUCTS) into my day to day investment philosophy and strategies. Feel free to talk with me if you have any question towards your family wealth planning or business cash flow management concerns, I am dedicated to provide holistic strategies for you and your business when it comes to wealth growth, business expanding, and tax efficiency with investments.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Education

• Harbin Institute of Technology

  Bachelor's Degree, Economics

• Saint Martin's University

  Master's Degree

  2009 — 2012

Skills

• Security
• Petroleum
• Oil & Gas
• Engineering
• Finance
• Change Management
• Business Process
• Oil/Gas
• Series 63
• Public Speaking
• Process Improvement
• Project Estimation
• Series 7
• Leadership
• Oil
• Business Analysis
• Business Development
• Oil
• Project Planning
• Stock Trading
• Strategy
• Project Management
• Series 65
• Program Management
• Business Process Improvement
• Strategic Planning
• Contract Management
• Management
• Microsoft Office