Signed in as:
filler@godaddy.com
Signed in as:
filler@godaddy.com
Xiuming Jin is Vice President of Ethos Private Wealth.
With over a decade of expertise in wealth management and financial services, Xiuming is more than just a financial advisor, she’s a dedicated planner who empowers her clients to reach their financial goals through in-depth modeling and strategic decision-making. Specializing in serving
international clients, Xiuming combines her deep cultural understanding and financial acumen to create tailored strategies that bridge the complexities of international lifestyles and wealth management.
As a Senior Portfolio Advisor at a Fortune 500 wealth management firm, Xiuming built a reputation as a strategic thinker and a client-centric professional, consistently exceeding goals and providing exceptional service. Her background also includes roles in investment banking,
luxury item financing and commercial real estate investments. This diverse experience makes her uniquely positioned to guide clients through an array of financial situations.
Xiuming holds the FINRA Series 7 and 66 licenses, along with the Chartered Retirement Planning Counselor CRPC® designation, ensuring comprehensive financial guidance for her clients. Her past academic achievements, including a Master of Financial Economics from Ohio University and two Masters Degrees in Economic Geography, reflect her analytical prowess and commitment to continuous learning. Fluent in English and Chinese, she effortlessly connects with a global clientele, addressing their distinct financial needs with empathy and precision.
Beyond her professional capabilities, Xiuming is active in community service, lending her expertise to organizations such as the Chattanooga Chinese Association and the Greater Memphis United Chinese Association. When she’s not advising clients or volunteering, you
might find Xiuming catching up with friends over a good meal, playing the piano, taking her children to the park or enjoying a hike somewhere around Chattanooga.
Copyright © 2022-2024 Ethos Private Wealth - All Rights Reserved.
1825 Ponce de Leon Blvd #567 | Coral Gables, FL 33134
Investment advice offered through Ethos Wealth Management, LLC, dba Ethos Private Wealth, a State Registered Investment Advisor. Investment Banking service offered through March Capital Corporation, a broker-dealer and FINRA and SIPC member firm.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.